Estate Planning Advice

Do you need an estate plan? We offer estate planning advice. For those with substantial assets, estate planning is essential to preserve and protect wealth for future generations and to minimize estate taxes. However, even if your net worth is more modest and death taxes are less of a concern, proper estate planning allows you to control the distribution of your property, ensure that those you select will care for your children, avoid unnecessary court proceedings and reduce the chances of family disputes.

A good estate plan is a map left for your loved ones who continue on the journey of life without you. Taking the time to complete an estate plan is an act of caring and concern for those you leave behind.

At DMF Insurance we offer full service independent life and disability insurance and we specialize in estate planning advice and wealth management. We can assist you with building an estate plan that will be both affordable and effective.

Always keep in mind that there are almost no absolutes in the law.  That is why you need estate planning advice from DMF. Also, the laws regulating wills, trusts, guardianship, and probate are state laws, and every state's laws differ from every other state's laws. Just because you know the law of intestate succession in Ohio does not mean that you know how Illinois handles it. And finally, the law is constantly changing. Legislatures write new law, modify old law, and the courts constantly rule on what the law means.

Contact DMF Insurance today to discuss estate planning advice. Our team of dedicated estate planning advice specialists will work side-by side with your personal advisors to develop an integrated estate planning advice that is tailored to your unique circumstances. Your DMF Financial Advisor will introduce you to this professional team of estate planning advice specialists and serve as your liaison throughout this comprehensive planning process.