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Preserving Your Legacy

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Comprehensive Legacy Planning Services at Market Street Wealth Management

Leaving a lasting legacy is a deeply personal aspiration. At Market Street Wealth Management, we understand the importance of preserving your values, assets, and family heritage for future generations. Our comprehensive legacy planning services are designed to help you create a meaningful and enduring legacy that reflects your wishes.

  • Financial Estate Planning: The Foundation of Your Legacy

    Financial estate planning forms the cornerstone of a well-structured legacy plan. We work closely with you to develop a personalized financial estate plan that encompasses your financial goals, tax considerations, and asset distribution preferences. 

  • Insurance: Protecting Your Legacy from Unforeseen Events

    Insurance plays a crucial role in safeguarding your legacy from the impact of unforeseen events. We help you evaluate your insurance needs and recommend appropriate coverage options, such as life insurance, long-term care insurance, and disability insurance. Comprehensive insurance strategies protect your assets and provide financial security for your loved ones in the event of a loss or disability.

  • Beneficiary Planning: Ensuring Your Assets Align with Your Wishes

    Beneficiary planning is a critical aspect of legacy planning. We guide you through the process of designating beneficiaries for your assets, ensuring that your wishes are accurately reflected in your financial accounts, insurance policies, and estate planning documents. Careful beneficiary planning prevents unintended outcomes and ensures that your assets pass to the individuals or organizations you intend.

  • Collaborative Approach: Working with a Network of Attorneys

    While the financial professionals at Market Street Wealth Management are not attorneys, we recognize the importance of legal expertise in estate planning matters. We work closely with a network of experienced attorneys to provide you with comprehensive legal guidance and support. Our collaborative approach ensures that your legacy plan is legally sound, aligned with your wishes, and effectively protects the interests of your loved ones.

    While many of our clients enjoy the convenience of working within our network of attorneys, it’s certainly not a requirement to become a client with Market Street Wealth Management. If you already have an established relationship with a trusted attorney, we’re happy to extend our collaborative approach and work with them and you to ensure your financial estate plan aligns with the goals and needs you’ve outlined.

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Preserving Your Legacy for Generations to Come

At Market Street Wealth Management, we are committed to helping you create a legacy that reflects your values, protects your assets, and provides enduring security for your loved ones. Our comprehensive legacy planning services empower you to make informed decisions, navigate complex legal aspects, and ensure that your legacy lives on for generations to come. Contact Market Street Wealth Management today to schedule a complimentary consultation with one of our experienced professionals. We will discuss your unique circumstances, answer your questions, and provide tailored guidance to help you create a meaningful and enduring legacy.