Marquette Wealth Management recognizes that stewardship is a critically important element as you contemplate passing on family assets to future generations. We assist you in the exploration of what stewardship means to your family and how your wealth can grow to live on as a legacy.
- Identify wealth transfer goals and objectives
- Coordination of estate related strategies with your attorney
- Multi-generational summaries of existing and alternative estate strategies
- Periodic reviews and updates as estate values and tax laws change
