What Will Your Legacy Be?
At Erwin & Marcus, we are deeply committed to building highly personalized wills, trusts, and estate plans designed to help you minimize taxes, preserve your wealth, protect your assets, and make a positive impact for generations to come.
Freedom not fear. Design not default. You Choose.
Do you worry that your wealth could end up in the wrong hands over time?
Are you concerned with how your children will handle their inheritance?
Do you feel limited in your options for minimizing gift and estate taxes and wonder if there will be less wealth left to give to those you love?
We deeply understand these concerns.
At Erwin & Marcus, we believe that your estate plan should give you the freedom to Choose Your Legacy™.
For over 40 years, we have been devoted to helping our clients solve these issues so they can have peace of mind knowing their wealth will be well-preserved and carried forward in a way that honors their values and protects those they love.
We would love to do the same for you.
Through our Choose Your Legacy™ Process, we will guide you in designing a sophisticated, personalized estate plan that minimizes taxes, maximizes the protection of your assets, and gives you the confidence that you are making a positive impact in the lives of those you love for generations to come.
Our Choose Your Legacy™ Process
Collaborate
We collaborate with you and your team to understand your goals so we can guide you to effectuate your choice of legacy, providing financial freedom and asset protection for generations to come.
Create
We outline your individualized plan and draft the documents which incorporate your specific goals to effectuate your choice of legacy.
Implement
After a careful review process, you will sign your documents, giving you the peace of mind that your legacy plan is implemented.
