Protect your legacy with estate planning services

Martin and Chelsea are wonderful to work with! We have been with them for about 8 years now. They make you feel like YOU are their ONLY client...they give very warm and yet professional guidance in all things finance!

— M. Rieder

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MARTIN & CHELSEA MATTHEWS

M Wealth Group

HELPING CLIENTS leave legacies

For 10+ years

Protect your family's future

Our comprehensive estate planning services

At M Wealth Group, co-founded by financial advisors Martin and Chelsea Matthews, we understand that estate planning is more than just drafting a will and putting it to the side.

Estate planning is about creating a comprehensive strategy to protect your assets, honor your wishes, and secure your legacy for the future.

It's about understanding your unique story and translating that into a strategy that aligns with your values and goals.

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securing your legacy

Why estate planning matters

Unintended Outcomes

Your hard-earned assets and your family's future deserve careful planning. Relying solely on a will can lead to unintended outcomes and legal entanglements. You don't want your heirs to have to deal with legalities once you're gone. It's essential to have a comprehensive estate plan in place that effectively safeguards your assets and ensures they are passed on according to your wishes, without placing unintended outcomes on your family.

Overlooked Updates

Did you know that beneficiary designations on retirement accounts, life insurance policies, and more can override directives in a will? It's essential to manage and update your beneficiary designations to reflect current life changes. By regularly reviewing and aligning these designations with your estate plan, you ensure that your assets are distributed exactly as you intend, providing peace of mind and clarity for your future and your loved ones.

Misplaced and Outdated Docs

Misplaced or outdated documents in estate planning can delay the distribution process, causing unnecessary wait times and confusion for beneficiaries. Ensuring that all documents are up-to-date and securely stored is crucial. Regular audits and consultations with estate planning professionals help maintain the accuracy and relevance of your documents, streamline the process for your beneficiaries and reduce the potential for disputes.

Life Changes

Life is always changing, and your estate plan should always reflect the chapter of life you're in. New baby, marriage, divorce, or even a raise at your job - most life events warrant an update in your legacy. It's a living, breathing entity evolving with you, and staying proactive in its adaptation ensures that it continually aligns with your current circumstances and future goals, providing the most effective protection and benefit for you and your family.

M Wealth Group - Your partner in securing your legacy

Our estate planning services ensure that your assets are distributed exactly as you intend, without the risks of legal battles or misdirection. Our approach goes beyond wills to incorporate beneficiary designations for retirement accounts, life insurance, and other financial accounts.

Life is full of changes, and your estate plan should reflect that. Whether it’s a marriage, a new child, or other significant life events, M Wealth Group ensures your estate plan evolves with you.

Our commitment is to provide you with an estate planning experience that secures your assets and gives you peace of mind, knowing that your legacy is protected and will be carried out exactly as you envisioned.

Schedule a complimentary review of your estate plan today!

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Secure Your Legacy

Don't Make Mistakes with Your Estate!

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