Wealth Management

Estate Planning Options

Monroe Bank & Trust

Delaying the development of a plan can have significant costs to you and your family. And it's extremely important that you find the right estate planning partner.  There are many pieces to put in place for a sound estate plan. Without the right advice, the process can seem overwhelming.

If you have been successful in building financial assets, you need to assemble the best team available to build an Estate Plan that will be flexible, durable and truly stand the test of time.  

For over half a century, thousands of families have benefited from the guidance and dedication of MBT Wealth Management Group professionals, to preserve and protect their assets. There are few financial services organizations with comparable depth and diversity of experience. Our staff has helped families with their estate plans, financial plans, wealth preservation strategies, tax planning, investments and more. Our greatest reward is enhancing your quality of life and helping you to achieve your dreams.

The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals.
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