key area of focus

ESTATE & LEGACY PLANNING

key area of focus

ESTATE & LEGACY PLANNING

watch the video

ESTATE & LEGACY PLANNING IN SOUTH SHORE, MA

Estate & Legacy Planning is a crucial aspect of financial management that can help you enjoy a secure and comfortable future.

At Marshall Wealth Management, we offer a comprehensive approach to retirement planning that covers all essential areas. Our services include creating wills, establishing powers of attorney, leaving a legacy, setting up health care proxies, and planning trusts. We also focus on keeping your estate probate-free, minimizing estate taxes, and implementing ILIT planning. Additionally, we help designate guardians for minors and plan for charitable giving to ensure your legacy is preserved according to your wishes. 

What does Estate and legacy planning Include?