Estate Planning

wealth-preservation-chartWealth Preservation

You’ve worked hard for what you’ve earned over the years. Make plans now to help preserve and maximize your wealth for your heirs.

MHS Companies Advisory Services will work with you to eliminate the uncertainties of estate planning and wealth transfer – helping to ensure that tax and other expenses are minimized and disputes are avoided. We seek investments according to your risk tolerance, time horizon and investment objective and aim to identify and mediate legal issues to allow you to transfer your estate on your terms.

  • Wills & Trusts
  • Powers of Appointment & Attorney
  • Property Ownership
  • Beneficiaries
  • Legal & Tax Issues
 

We’ll first listen and gather a thorough understanding of your financial situation, then work with you to create a plan that is uniquely yours.

Meet With Us to Get Started

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