Estate Planning Services
Estate planning is not just about documents—it’s about making sure your wealth supports your goals during your lifetime and beyond. At Morton Brown Family Wealth, we integrate estate planning into your broader financial strategy, helping you:
- Align your wealth with your personal values and long-term vision
- Protect your family’s financial future with smart planning strategies
- Work in coordination with estate attorneys to ensure your plan is legally sound and structured efficiently
- Navigate tax-efficient ways to preserve and transfer wealth
We guide our clients through estate planning conversations with care and expertise, helping to simplify complex decisions so you can move forward with clarity and confidence.
Essential Estate Planning Documents
Our financial advisors partner with estate planning attorneys to ensure you have the proper legal documents in place. While every estate plan is unique, most will include:
WILL
Outlines how your assets will be distributed after your passing.
DURABLE POWER OF ATTORNEY
Designates a trusted person to handle financial and medical decisions if needed.
LIVING WILL
Specifies your medical preferences in case of serious illness.
LETTER OF INSTRUCTION
Provides personal guidance for your heirs beyond legal documents.
TRUSTS
If applicable, trusts help manage and distribute assets efficiently, especially for complex estates.
Legacy and Charitable Giving Strategies
Many families want their wealth to make an impact beyond their lifetime. As part of the estate planning process, we help you structure charitable gifts, donor-advised funds, and family foundations to align with your values in the most tax-efficient way possible. Whether you wish to give during your lifetime or through your estate, we ensure your generosity is intentional, meaningful, and sustainable.
Planning for Future Generations
We help families navigate education savings and legacy planning alongside other financial priorities. Whether you’re funding a child’s education or preparing to pass wealth to future generations, our team helps you identify the best strategies to preserve and invest in your family’s future.
Estate Planning for Business Owners
For business owners, estate planning is crucial to ensuring both personal and business continuity. We help clients align their estate plan with:
- Succession strategies to ensure smooth transitions
- Liquidity planning to protect heirs and business stability
- Tax-efficient wealth transfer solutions
Estate planning isn’t just about protecting what you’ve built—it’s about ensuring its future success for your family and business.
Invest in Your Family’s Future
Estate planning may seem complex, but with the right guidance, it becomes a thoughtful and empowering process. Our team works alongside your estate attorney to ensure your financial plan and estate plan are fully aligned, giving you peace of mind that your loved ones will be taken care of according to your wishes.
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