Family Wealth Transfer

There are a lot of ways to plan for the future. You save and invest for your retirement. You buy life insurance to protect and provide for your family. You put money away for your children's and grandchildren’s education. You create an estate plan to pass on your assets to the ones you love.

Ensuring a meaningful legacy that protects all that you have worked for and efficiently pass it on to future generations takes planning.  When done correctly, your wealth transfers according to your wishes and in a way that supports your values, meets charitable aspirations, maintains privacy, minimizes taxes, and protects your heirs from creditors, third parties or the bad behavior that can come with too much, too soon. 

Without proper planning, your assets can end up being squandered, overly taxed, create family conflict, or end up going to the wrong beneficiaries.

At Mariaca Wealth Management, LLC, we believe that having a sound legacy plan in place is one of the best ways to support the people and causes most important to you.  We will work with you, your tax advisor and estate planning attorney to create and implement a coordinated plan that integrates lifetime and legacy objectives. With an effective plan in place, you and your family will enjoy the peace of mind that comes from knowing that your hard work will have a lasting impact for years to come.

*Mariaca Wealth Management,LLC. does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts.