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Estate Planning

ESTATE & TAX PLANNING" It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it."
- Ralph Waldo Emerson

Thorough estate planning can help to reduce financial burdens on your family and beneficiaries. By recording and organizing assets in a trust and setting clear instructions on how to carry out one’s will can reduce the emotional burden after one’s loss, and can insure that hard earned assets are kept within the family and chosen beneficiaries. These steps can eliminate any probate or short sale scenarios that put assets at risk. Estate planning often involves complex issues that require specialized expertise. At Mac Advisory Group we offer to solve these complexities by partnering with both estate planning and tax attorneys specializing in multiple facets within the estate planning arena. These partnerships allow us to better meet the needs of our clients.