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Legacy and Estate Planning


Estate planning is determining where your assets should go after you die. A properly structured estate plan can help preserve the financial future of your loved ones. You can help protect loved ones from themselves or provide specific instructions on how funds are to be dispersed, even long after passing. We work with estate planners and attorneys to help facilitate planning needs that may need to be addressed.


If you’re interested in providing a trust for your loved ones, we will help you learn more about trusts and how they may benefit you. You can work with our team of estate planners and tax attorneys to develop and create trusts that may help solve your family’s needs and protection requirements.


We will help walk you through the process of what probate could look like for your family and refer you to professionals who can help you create a will or set up a trust to transfer your property and assets when you pass. There are many options that can leave a lasting legacy for your family, charity, or the institutions you support.


We can help you find a qualified professional to assist with providing a charitable gift when you pass or while you are still alive. You may receive multiple tax breaks and potentially be recognized by charities or universities for your generous contributions.


Life insurance can help protect and provide for your family and loved ones if something were to happen to you. We offer many different types of life insurance policies to fit your individual needs. Call McPherson Financial Group today to learn about how life insurance may be used to help secure your financial future for you and your family.

Download your complimentary Legacy Checklist by filling out the form below.