Estate planning

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

Financial and estate planning is a dynamic process. As you move through different stages of life, your needs and resources change. Start with where you are now, realizing that your plans will need to be updated from time to time as your circumstances change. Above all, don’t allow yourself to put it off to another day!

MFC consultants are trained to assist individuals and families with estate and will planning, and charitable gift planning. We are often used as a quarterback in helping people achieve their charitable and estate goals.

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

To learn more and get your free copy of our Estate Planning Guide, contact your nearest MFC Consultant today!