Financial Planning Attorney - MVP Law Group

Financial Planning Assistance

Learn more about the various financial planning assistance options that MVP Law Group can provide.  Contact us today for a Free Consultation to learn more!

Free Consultation

Book a Free 30 minute Consultation.* Learn how MVP Law Group can help you today!

*Bonus: Also receive a free "Estate Planning Checklist" when you book a consultation.

FINANCIAL PLANNING ASSISTANCE OPTIONS

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

 

We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

  • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation

  • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes

  • Review your assets to be sure they are properly titled in your living trust

  • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated


In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.

In addition, find out more with our list of available Planning Resources and Frequently Asked Questions.

How MVP Law Group can help!

Problems arise when people don’t coordinate all of the correct methods of passing on their estate.  If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning – and you must choose your estate planning attorney wisely.

We offer a wealth of free information and free estate planning seminars in our area. Explore the resources available on our website or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.

Financial Planning Legal Services - MVP Law Group