Tax & Estate Planning
McLean Financial Advisors Help You Plan for the Future
Planning for your future is a large undertaking and it is important to surround yourself with the right team to accomplish your financial objectives. At Mink Wealth Management, our financial advisers share over a century of collective experience in the industry and can help you create a personalized financial plan to meet your goals.
Call (888) 284-7891 for more information about your estate.
What to Expect with our Tax & Estate Planning Services
Mink Wealth Management can work closely with you to effectively manage your taxes and create an estate plan that preserves your wealth and assets for future generations.
When you hire Mink Wealth Management, you can expect the following:
- We will provide you with the information necessary to understand all of your options.
- We will incorporate tax considerations into any recommendations we make to you.
- We will review tax consequences and liabilities when constructing and modifying portfolios.
- We will work to provide you a long-term wealth preservation strategy.
Our team understands that you simply want a comfortable future for yourself and for your family. We work to create a plan that is customized to your estate so that you can have peace of mind about your future. Mink Wealth Management takes the time to get to know your specific needs and circumstances so that we can help you develop goals for the settlement of your estate.
We can help you with the following:
- Securing survivor representation
- Advising you on the selection of your executor and trustee
- Administering complex estate transfer entities
Throughout the entire process, our focus is on managing risks and preserving your assets. With over a century of collective experience, we have the knowledge and resources to handle even the most complex estates.
To learn more about your options, contact Mink Wealth Management. Our McLean financial advisors look forward to speaking with you!