Estate Planning

Client Services

Estate Planning

The professionals at Mascagni Wealth Management take the time to get to know the nuances of your financial situation and your plans for the future. We will help you identify your various assets in your estate and will work with your estate-planning attorney and your CPA to help you make the necessary plans to help your family and protect your estate from unnecessary erosion. From wills and trusts to taxes and charitable giving, Mascagni Wealth Management has the relationships in place to point you in the right direction for whatever estate-planning needs you may face.

To find out more about Mascagni Wealth Management’s estate-planning services, contact us.

While we do not provide legal or tax advice, we can work closely with you and your attorney or CPA to make guided decisions that can greatly impact the legacy you plan to leave behind.

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