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Estate Planning

One of the rewards of financial success is the ability to share our wealth with our loved ones after we're gone. At MB, Levis, we know how important it is to transfer assets as smoothly and completely as possible.

Prepared and Confident

Estate planning can result in priceless peace of mind. Our support throughout the process helps clients achieve this goal as efficiently and effectively as possible. Our services include:

  • Creating net-worth and gross-estate statements
  • Reviewing existing estate planning and trust documents
  • Recommending and coordinating with an attorney when appropriate
  • Managing trust assets

Staying on Track

Estate law can change, and your personal circumstances can as well. Once your estate planning documents are completed, we will review them at least every five years to ensure that they continue to meet your needs and wishes. Doing so is just one way we strive to help you achieve lifelong financial confidence.