Estate planning is one of the most important components of your overall financial plan. MtM Financial Group will help you create a comprehensive plan for the management and distribution of your estate—during your life, at your death and after your death. We keep abreast of all of the changes in the laws in an effort to minimize gift, estate, income and generation skipping tax. You worked hard for your money. You deserve to keep—and pass on to your loved ones and the causes that matter to you—as much of it as possible with the least possible tax burden allowed by law.
MtM Financial Group’s complete estate planning and monitoring services include:
- Document design (wills, trusts, powers of attorney, transfers on death, living wills, etc.)
- Insurance design, implementation and monitoring (life insurance, long-term care insurance and disability insurance)
- No-charge insurance audits (to determine if coverage is appropriate in both design and cost by comparing existing plan to hundreds of competitive plans)
- Trust design and administration (complete trust bank services)
- Charitable giving design and implementation (including high level trust design)
Our trained and experienced advisors will help you avoid the pitfalls of estate planning. We’ll make sure you understand exactly how your specific plan works for you and your beneficiaries, and we’ll explain what you need to do—and what we need to do—to implement and maintain your plan. We serve individuals and companies in Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and throughout Lehigh County, Northampton County, Monroe County, Warren County, Bucks County and beyond.
We’ll Update Your Important Documents
You might think your will is the document that determines how your entire estate is distributed. But that’s not the case. Certain assets are doled out according to their beneficiary designation forms. These include life insurance, annuities and retirement accounts. If these documents are not updated, some of your assets could end up in the hands of an ex-spouse, the estate of a dead family member or someone else named in outdated documents. We’ll help make sure all of your important documents are current, including any trusts, limited partnerships or assets you own in joint title with others.
If you have an irrevocable trust, we’ll help you make sure real estate deeds, vehicle registrations, financial accounts and other pertinent assets are properly transferred to the trust. We’ll also make sure trusts and retirement plans are coordinated properly to avoid a greater tax burden.
Powers of Attorney
As part of your estate planning, you need at least two powers of attorney—one for your medical care and another for financial matters. MtM Financial Group will help you get this part of your financial house in order.
Of course, your circumstances can change through births, deaths, marriages, divorces and other events. At MtM Financial Group, we will review your estate plan regularly to make sure it is up-to-date and in order.
To schedule an appointment or to learn more about our estate planning services, call 610.746.7007 or contact us on the web. Our service area includes Bethlehem, Allentown, Easton, Stroudsburg, Center Valley, Hellertown, Nazareth, Phillipsburg and surrounding communities in Lehigh County, Northampton County, Monroe County, Warren County and Bucks County.
More Than Estate Planning
MtM Financial Group is the comprehensive financial advisor you want working for you. Our exceptional services also include:
- Financial advisory services
- Financial investment management
- Retirement planning
- Income tax services
- Free second opinions
Check Out ‘More Than Money With Gene Dickison’
In addition to our personalized financial planning services, listen to our free guidance, live on the radio and television every week! During his “More Than Money With Gene Dickison” weekly radio and television shows, Gene answers listeners’ questions and provides 2½ hours of live financial information and advice. Topics include retirement planning, income taxes, estate planning, wills, investments and more. Gene has broadcast more than 1,250 TV shows over more than 28 years and 1,400 radio shows over 30 years. April 2020 marks the 20th anniversary of the radio show on WAEB AM 790. The show previously ran on WAZL in Hazleton and WVPO in Stroudsburg.