MFG Brochure 2022
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STEP 7<br />
ESTATE PLAN<br />
Your generosity is their miracle<br />
Will our family be ok<br />
when we’re gone?<br />
PROCESS<br />
Draft/update trust & will (diagram<br />
how assets will be transferred and<br />
taxed)<br />
Written letter to family in plain<br />
English (wishes, value)<br />
Gifting schedule (529, gifts,<br />
donations)<br />
For a comprehensive review of your personal situation,<br />
always consult your tax and/or legal advisor. Neither First<br />
Allied Securities, Inc., nor any of its affiliates offer tax or<br />
legal service.
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