Estate planning

The goal of estate planning is to help your clients provide for their family (especially dependants), to simplify the work of estate trustees, to continue their support for the charities of their choice, and to minimize taxes.

MFC consultants are trained to assist individuals and families with estate and will planning, and charitable gift planning. We often work with professional advisors as part of a team that helps people achieve their charitable and estate goals.

MFC staff, through extensive research and practical experience, developed Estate Planning Guide to be used as a workbook for individuals, couples, and families who want to make wills and do more complex estate planning.

To learn more and get a free copy of Estate Planning Guide, contact your nearest MFC Consultant.