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Legacy Planning


Working collaboratively with our team of professional attorneys, we help you create a comprehensive legacy plan that keeps your money working for you.

Your Financial Confidence Plan helps you:

  • Protect wealth from unnecessary costs at death
  • Reduce taxes and fees associated with an estate transition
  • Prevent probate
  • Ensure heirs receive what was intended through proper beneficiary designations, probate protection and tax-reduction strategies
  • Cover final expenses and leave a legacy through life insurance
  • Facilitate legal documents such as trusts, living trusts, powers of attorney and more.

DISCLAIMER: Mass Wealth Management has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.