Estate & Gift Planning

Assigning your wealth

Effective estate planning is best viewed as a process—not a one-time event—that involves a complex mix of personal, financial and legal interactions. The goal of estate planning is to direct your assets to certain people and/or institutions.
 
The Wealth Center professionals at Meaden & Moore can help you explore a wide range of estate planning needs and concerns. Our creative solutions will enable you to create a legacy for your family, while also minimizing taxes and extending your values and vision across future generations.
 

Changing With The Times

After executing your plan, we will monitor it on a regular basis to ensure that it reflects your changing personal situation and adheres to evolving tax laws. Communications such as these regarding your goals and objectives—coupled with our commitment to clients—instill confidence and trust in Meaden & Moore's Wealth Center team.
 
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Management Solutions (“IMS”) Platform fee-based asset management accounts offered through 1st Global Advisors, Inc. All other financial planning services offered through The Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore and 1st Global Capital Corp. are unaffiliated entities. Insurance services offered through 1st Global Insurance Services, Inc.
 

 

We currently have individuals licensed to offer securities in the states of AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KY, MD, MA, MI, MO, NV, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA, WI. This is not an offer to sell securities in any other state or jurisdiction.


 

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Succession Planning For Your Family Business

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