Estate and Legacy Planning

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While no one wants to think about it, it’s important to have a plan in place for the day you’re no longer here.

Creating a legacy plan to transition your assets to the people and causes you care for can help alleviate a lot of stress during an already stressful time in the lives of many. When you work with Madden Wealth Advisors, we’ll help you create that plan to help that transition while looking out for estate taxes and other common issues that can arise.

Wills and Revocable Trusts

One way to help your family is to create a clear, easy-to-understand document that lays out your wishes. We’ll help you work through these documents, clear up any confusion, and ensure that your wishes are honored.

Estate & Legacy Planning in the Tri-State Area.

Take the next step in your retirement journey with Madden Wealth Advisors. Fill out the form for your complimentary consultation today.

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