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Leave a Legacy
From estate decisions to legacy planning, our team of wealth management specialists can help you design a financial plan that distributes your wealth as per your wishes. Work with us to help ensure your life’s work of wealth building becomes a legacy that will secure your family’s future and their future generations to come.
It is a privilege to be in the position to support others and to give to just causes throughout one’s lifetime. With that said, charitable giving isn’t limited to just your estate plan. With the MLD Wealth Management Group, our team of investment advisors will help you identify key issues and priorities and help you answer the following types of questions:
Have you contemplated whether your dependents have the financial acumen and discipline to manage their inheritance?
Does your most current will accurately represent your wishes regarding all important matters of your passing?
Are your charitable contributions as tax effective as possible?
Have you appointed a power of attorney –someone you know and trust– to handle your affairs if you’re incapacitated?
Have you looked at hiring a trustee to administer and act independently to navigate your estate?
At MLD Wealth Management Group, we believe that safeguarding your wealth against the market’s inevitable ups and downs is just as important as building your wealth. Our firm’s’ cash flow investment approach and broad asset allocation strategies will help provide stability and optimal outcomes for your comprehensive financial plan.