Insights
Estate Planning
Wills, trusts, beneficiaries, probate and wealth transfer, including new laws and the opportunities they create.
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Estate Planning, for whoever you are
Five topics run across everything MCF publishes: Company News, Investment Markets, Financial Planning, Tax Planning and Estate Planning. Narrow by who you are or by format, or search.
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Showing Estate Planning for everyone, all formats, newest first.
Individuals & FamiliesEstate Planning
Preparing Heirs for Wealth: The Missing Piece of Estate Planning
Many families spend decades building wealth with the goal of creating financial security and opportunity for future generations. They work diligently to save, invest, and develop thoughtful estate plans designed to transfer assets efficiently.
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ParticipantsEstate Planning
The Importance of Naming a Beneficiary
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration.
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Individuals & FamiliesEstate Planning
Responsibilities of an Executor of an Estate
Clients often come to us with questions on estate planning. We at MCF are here as a guide and resource to help you navigate the decisions you must make while drawing up your estate plan. One decision you must make when estate planning is choosing an executor. Someone you trust…
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Individuals & FamiliesEstate Planning
All About the Probate Process
By: Matt Rose, CFP®, Financial Advisor When it comes to estate planning, it is important to structure your assets to pass efficiently and effectively to your beneficiaries. To be best prepared to do this, one must understand the probate process. Probate is a legal process that…
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ParticipantsEstate Planning
Estate Planning Basics
It's important to work with an attorney and possibly a tax advisor / planner on your estate plan. The attorney will guide you through the creation of fundamental estate planning documents. These may include a will, health proxy and a durable power of attorney. A tax advisor /…
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Individuals & FamiliesEstate Planning
Reviewing Your Beneficiary Designations
By: Sean T. Lamanna, CFP ® , Financial Advisor Three areas continually change over the years: your balance sheet, family dynamics, and the law. That is why reviewing your estate plan on an annual basis is integral to maintaining a desired outcome. Although all three of these…
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Individuals & FamiliesEstate Planning
MCF Insights: An Estate Planning Primer for Business Owners
Business owners have enough responsibilities when it comes to managing their business and personal finances. There is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. However, it is the one…
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