Broker Check

Martin Financial Group

Wealth Vision

Estate Planning

Howard Hughes. Pablo Picasso. Jimi Hendrix.

This looks like quite the list to be on, doesn’t it? Think again. All three people died without a will, creating unwanted battles between their heirs over their assets. We help our clients plan for the distribution of their assets after their lifetime. Whether it’s as complex as a trust or as simple as having a will, we believe it is important to have everything in order for when that day comes. Have you planned for your heirs?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

We do not provide legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.