Estate & Legacy Planning
Determine What You Leave Behind
with Estate and Legacy Planning
What you leave behind has more value than just a dollar amount assigned to your assets. While estate planning allows you to determine how to distribute your assets when you pass, the legacy you leave is your values, morals and life philosophies. At Marest Capital, we’re here to help you ensure your assets are distributed in a manner that reflects who you are as a person and what you value most.
Estate & Legacy Planning
In the traditional approach to estate planning, you develop a plan for how to grow and protect your wealth so that you have assets to pass on to your heirs. You then determine how you want those assets distributed. Estate planning also gives you control over end-of-life decisions such as your funeral arrangements. An estate plan often includes:
- Creating a durable power of attorney
- Writing a will
- Identifying an executor
- Assigning beneficiaries for insurance policies and investment accounts
- Establishing trust funds for beneficiaries
We can help you determine what options are available for folding your desired legacy into your estate plan, whether it’s establishing qualifying terms for your trusts or identifying charitable donations. The legacy you leave behind is unique, but we can help you determine what avenues are available to you.
At Marest Capital, we understand how important it is to leave a legacy for your heirs, and we have the knowledge and experience to guide you through the process.