Legacy & Estate Planning

At Majestic, our Legacy & Estate Planning team works with parents, business owners, real estate owners, blended families, and high net worth individuals in developing tailored plans to suit your circumstances. Estate planning addresses future control of assets if they become incapacitated, and who receives their assets after they pass away.

Supplementing our own team’s offering, we leverage a vast network of outside professionals to minimize the impact of professional fees, court costs, and taxes. Our approach to developing customized plans for all of our clients is flexible yet comprehensive, and will typically address:

Who will control your property while you’re alive and well.
Who can access and make decisions about your assets if you become incapacitated or disabled.
Who can make decisions about your health care if you become incapacitated or disabled.
Who will receive your assets after you pass, when they receive those assets, and how those assets are protected for them.

Our cross-functional team works closely with our clients to address:

Incapacity Planning
Post-Death Planning
Tax Planning
Estate Planning For Young Families
Multigenerational Planning
Special Needs Trusts and Financial Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@majesticcapgroup.com | 800-514-4414