Estate Planning

As part of a comprehensive plan, Estate Planning is a very important component. Preparing an Estate Plan provides heirs future reassurance and provides the client confidence knowing that everything is taken care of.

A primary goal in Estate Planning is tax minimization. Maplestone Wealth Advisors will work together with you to craft a plan that seeks to minimize tax as much as possible. Roth IRA conversion and legal mechanisms will all be considered to serve your best interests.

Our services include:

Customized Estate Planning
Tax Considerations
Trust Options
IRA conversions
Quarterly review and rebalancing

^{LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.}

^{Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.}

Featured Estate Content

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

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