Trust and Estate Planning

TRUST AND ESTATE PLANNING SERVICES THAT PROTECT FUTURE GENERATIONS

One of the top benefits of trust and estate planning is maintaining control over your assets. It’s much better to plan and articulate how you want your wealth to be distributed than to leave those decisions to someone else or fate.

At Mercadien, we help you create and implement a plan that reflects your personal values. Turn to us and we’ll organize your financial records, manage the tax implications, and assist you in all the necessary administration. We’re here to help you minimize any tax liabilities and maximize your wealth while figuring out the best course of action for your beneficiaries.

Trust and estate planning takes a team of professionals. Our clients tell us they feel confident knowing our same people are always there, year after year. We know how important it is for our clients to experience consistency and continuity when it comes to their family’s affairs. We’ve worked with many of our clients for decades and that gives us unparalleled knowledge and insight into their needs.

Your plan is comprised of living, breathing documents that need regular upkeep – we encourage our clients to review their plan at least once every five years. We’ll work with your other advisors collaboratively to develop an integrated plan and help you communicate that plan to your family members. We do this through a series of conversations, while providing helpful visual reports, charts and graphs that you can disseminate and use as a reference.