Our business is centered around people, and we believe strongly that one of life’s greatest rewards is sharing your wealth and time with others.
Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. We are here to make estate and legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes.
Our Approach
We have experience and access to experts in trusts, insurance, philanthropy, and family dynamics. Our team is also adept at working with other professionals – such as CPAs and attorneys – to help ensure a well-coordinated approach, and that your wishes are communicated to all involved.
At Mainspring, giving back to the community is a part of our culture. We understand that making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan, with each strategy demonstrating its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.
LET US BE A DRIVING FORCE FOR YOU
Trust Mainspring’s team to ensure that each financial component of your life is kept in harmonious motion with the others. We invite you to contact us, today!
