Estate Planning

Effective estate planning is best viewed as a process—not a one-time event. Estate planning involves a complex mix of personal, financial and legal issues. 

The Wealth Center professionals help explore a wide range of estate planning needs and concerns while offering creative solutions that will enable you to provide for your family while minimizing taxes. The goal of estate planning is to direct assets to those people and institutions of your choosing. The result allows you to create a legacy to provide for your family, while extending your values and vision across future generations.

We then monitor the newly executed plan on a timely and regular basis to ensure that it reflects your changing personal situations, as well as changes in tax law. This regular communication regarding your goals and objectives and commitment to our clients are what sets Meaden & Moore's Wealth Center apart!

Meaden & Moore Financial Services, Ltd. Registered Investment Advisor dba The Wealth Center at Meaden & Moore, is an affiliate of Meaden & Moore, Ltd. (A Meaden & Moore Company)
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC, Meaden & Moore Financial Services Ltd. is not affiliated with 1st Global Capital Corp.