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Wealth

Conserve your wealth and secure your legacy with Midland Wealth Management.

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woman talking with Midland team memberTrust and Estate Planning Advice from a Team of Specialists

While many people appoint a family member or friend to administer their trust or estate, it may not be in their best interest, mainly due to lack of experience.

We will support your trust and estate needs and handle every detail, alleviating the burden from your loved ones. While we don’t take the place of your attorney or accountant, we can act as a trusted member of your team of advisors.

 

Example of trusts under administration:

  • Revocable Living Trusts
  • Family and Marital Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts, Foundations, and Endowments
  • Directed Trusts
  • Guardianships
  • Special Needs and Settlement Protection Trusts
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Are you ready to get started or need a second opinion on your trust or estate plan?

From wealth management to wealth transfer, we’re here to help. 

888-637-2120   Schedule Appointment

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Wealth Preservation
– from Financial Planning to Estate Planning to Legacy Planning

Nobody can predict when an accident, illness or sudden life event may occur. Now that you’ve accumulated wealth and assets, be proactive and let us help you find the best ways to manage and protect them. We offer experienced estate planning advice and administration, as well as customized trust management for individuals, families, institutions, foundations, and endowments.

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Trust & Estate FAQs

Although it may seem to make sense to leave your trust in the hands of a family member or loved one, this can cause personal and relational strain and stress. Most people do not have the expertise, time, or desire to manage a trust at the highest level. The role of trustee should not be taken lightly given the complex responsibilities involved. At Midland Wealth Management, we remain unbiased and objective and have the proper skills, training, knowledge, and resources available to serve as trustee.

A Revocable Trust is a trust established during your life that can be revoked or rescinded. A Revocable Trust allows your property to be managed by a trustee while you are still alive, if you become incapacitated or immediately upon your death. Trusts can be used to avoid probate and protect privacy.

An estate plan can help protect your family and finances during your life and after you die. It is important to review your estate plan after any life-changing event. These events include marriage, divorce, other domestic arrangement changes, a financial windfall, the birth or adoption of a child.

Estate Planning 101

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