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  • Home
  • About Us
    • Money Managers
  • Services
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Insurance Planning
    • Education Funding
    • Retirement Videos
  • News
  • Free Consultation
  • Contact Us
Client Portal

Estate Planning

Keep your legacy safe through a proper estate and trust plan. Let Pete help you communicate your wishes so you can enjoy your future.

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Introduction

What Is Estate Planning?

Everything you have worked so hard to achieve deserves to be protected. A proper estate and trust plan can help you communicate your wishes, reduce your tax burden, and allocate your assets to those closest to you.
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MPM Financial

How We Help

We take your personal and financial circumstances into consideration when creating your will & trust. Everyone has different objectives throughout their lifetime and it is important that we protect those milestones. We work with you to develop an estate plan that keeps you confident in your future.
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MPM Financial

Working With You

Peter will work with you to:
  • Determine your family needs and liquidity
  • Analyze your estate’s assets, including value and objectives
  • Determine the impact of will or trust agreements on your family, your financial status, or tax laws
  • Estimate the estate tax burden of your estate
  • Identify tax saving strategies for your estate
  • Develop a succession plan for your family business
  • Write a personal instruction letter for your family
  • Plan for lifetime gifts
  • Review and updates existing plans

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Interested In Going Over Your Retirement Accounts?

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55 East 5th Street Suite 320

St. Paul, MN 55101 

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MPM Financial succeeds by offering excellent customer service and sound advice to individuals, families, & businesses in many facets of financial planning.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MPM Financial Corporation and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services and insurance products are offered by MPM Financial Corporation, a Registered Investment Advisor in the State of Minnesota. Being registered as a registered investment adviser does not imply a certain level of skill or training. MPM Financial Corporation is not affiliated with or endorsed by the Social Security Administration or any government agency.

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