Estate and Trust Planning
At MDA Professional Group, P.C., we understand the importance of securing your legacy and ensuring your assets are protected for future generations. Our team of Mission Driven Advisors is dedicated to providing comprehensive estate and trust planning services that align with your goals. Explore our key Estate and Trust Planning services below:
Business Succession Planning
Growing a business takes time and dedication, and planning for its future is just as crucial. Whether you want to keep the business in the family or transition it to new ownership, MDA will work with you to develop a seamless succession plan. We provide options and strategies to ensure your business continues to thrive in capable hands.
Asset Protection Planning
Protecting your assets is essential, whether on a personal or business level. Our team will review your assets and help you decide the best ways to safeguard them, ensuring your overall plan aligns with your goals. We provide tailored solutions to protect your wealth and secure your financial future.
Review Estate Planning Agreements
Whether you have completed plans or are still working on them, MDA can review your estate planning documents. We consult with your advisors to ensure everyone understands the duties and responsibilities involved in carrying out estate or trust matters. Our goal is to ensure your plans are thorough and effective.
Tax Planning and Compliance
Navigating estate taxation laws can be complex. MDA helps you analyze current laws and ensures your estate plan remains relevant and compliant. Our team provides ongoing tax planning and compliance support throughout the planning process, so you can be confident your plan is up-to-date and effective.
Our dedicated team of shareholders and CPAs are committed to helping you achieve financial integrity and success through thoughtful and strategic estate and trust planning.
Let us guide you in protecting your legacy and securing your assets for the future.