Planning Your Estate
Mid-America Financial Services
FAX – 517-622-4026
Contents
- Introduction
- Company Philosophy
- What is Estate
Planning?
- The Estate
Planning Engagement
- MFS Services
- Employment Opportunities
Estate Planning Is Only For
The Rich!
Don’t Fool Yourself
Introduction
Putting
all the pieces together in the Estate Planning puzzle can be
overwhelming. There are many aspects to consider:
probate, wills, trusts, charitable giving, guardians, administration,
taxes, costs and fees. Mid-America Financial Services of Michigan can
relieve some of the stress of establishing and maintaining a proper estate plan
and help you preserve your estate and distribute it according to your wishes.
“Many American’s think that estate planning only helps
the rich.." It is estimated that as much as 70 percent of Americans do no
estate planning”.
Remember, whether you like it or not, you will have an estate plan when you
die. However, the courts will write it for you and will force it on your
loved ones. Someone else will decide who will receive your wealth and who
will become the guardian of your children. Your loved ones will have to
bear all these unnecessary costs. Please don't delay.
Office phone
Call us now at 800-579-6934
Company Philosophy
When
we share the concepts of proper estate planning, we try to meet the client’s
hopes, fears, dreams, and aspirations by adhering to the following definition
of estate planning.
“I want to control my property while I am alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want, the way I want, and when I want and, if I can, I want to save every last tax dollar, professional fee, and court cost possible.”
…from
a Practical Skills Seminar presented by Robert A. Esperti and Renno L.
Peterson.
Office phone
Call us now at 800-579-6934
What Is Estate Planning?
Estate planning is the development of specific steps for managing your wealth and assets while you are alive and distributing your assets in the event of your death.
An
effective estate plan should accomplish several important goals:
- It should make sure that your wealth reaches your intended heirs
in the manor you choose;
- It should minimize the erosion of your wealth from unnecessary
legal fees, court costs, probate, federal and state taxes;
- It should transfer your estate as quickly and efficiently as
possible;
- It should allow for the control of your estate to remain in your
family;
- It should eliminate the necessity of a court appointed guardian if
you become unable to manage your affairs; and
- It should transfer you wealth in a private and personal manner.
Office phone
Call us now at 800-579-6934
Employment
Opportunities
- Estate Planners
The position requires a
self-starter to market estate planning and charitable plans to individuals and
charitable institutions. Preferably
financial planners, attorneys, accountants or insurance professionals. Commission + Bonus.
- State Managers
This position requires marketing, recruiting, training and supervision of Estate Planners and Area Managers. Exclusive Area. Commission
- Area Managers
This position requires sales, marketing,
recruiting, training and supervision of Estate Planners. Commission + Bonus
- Insurance Implementation Specialist
Insurance professionals needed to help estate planners to implement the insurance aspect of estate plans. At least 2 years insurance sales experience required. Commission + Bonus
Office phone
Call us now at 800-579-6934
The Estate Planning
Engagement
Putting The
Estate Planning Puzzle Together
Pre Engagement
- Initial Visit
During the initial visit, your MFS Estate Planner
will visit with you to understand your wishes and desires and determine if our
services will be of value to your family.
- Reviewing Data
We will review your financial information and
existing planning documentation as it pertains to your current situation.
- Formulate Engagement
If we determine that we can be especially valuable to you and your family, we will formulate the parameters of the engagement including all fees, deadlines and professionals to be involved along with their responsibilities.
The Engagement
- Analyzing The Plan
We analyze every pertinent combination of planning strategies that specifically meet your objectives and needs.
- Building The Plan
We build your strategies into a comprehensive, dynamic and strategic plan.
- Presenting The Preliminary Plan
We take you through your preliminary plan
-step-by-step-, analyze the results with you, and further tailor it to your
liking.
- Presenting The Final Plan
We present the finished plan and set specific timelines and goals for the implementation of your plan.
- Implementing The Plan
We assign every detail of the plan to the appropriate advisors for immediate implementation.
Post Engagement
- On Going Counseling
If required, your MFS Estate Planner will provide you with on going counseling.
Office phone
Call us now at 800-579-6934
MFS Services
Estate Planning
Our estate planners’, along
with our in-house attorney’s, advise individuals and businesses, on the
intricacies of setting up and implementing standard estate planning techniques,
including charitable trusts, charitable gift annuities, family limited
partnerships and asset protection trusts.
Our services include:
- Counseling on income, gift, estate and
generation-skipping transfer tax matters