It's never too early to get started on your estate plan. We encourage people of all ages to seek our advice and learn how they can maximize their assets starting today.
Creating Sophisticated Planning Solutions for Clients
You are never too young to start preparing for the future. To grow your money and maximize your assets, you will need to take proactive action and start planning early.
The longer you wait, the fewer opportunities you will have to utilize the power tools that may be available to you.
At the Mt. Jackson Group, we can identify and implement planning solutions that work to achieve your short- and long-term planning goals.
Our Pittsburgh estate planning lawyer and CPA take a big picture approach to set you up for success.
We evaluate the entirety of your circumstances before exploring how estate planning, tax planning, Medicaid planning, and asset protection solutions can benefit you and your loved ones in Pittsburgh.
Our entire team leverages our collective knowledge to provide you with experienced and knowledgeable guidance.
Because our firm handles multiple disciplines of long-term financial planning, we can tailor planning instruments to work in concert with one another and develop a comprehensive strategy that addresses all of your needs.
We will work closely with you to understand all facets of your unique situation and concerns.
Our goal is to provide you with the peace of mind you deserve, so we will carefully and thoroughly review what each planning solution accomplishes and help you make informed decisions about your future.
Our Pittsburgh estate planning team can assist you with:
- Estate Planning. Everyone needs a plan for what will happen when they pass away or become incapacitated. We can help you establish an estate plan that decides who will manage your affairs, who will make medical decisions on your behalf, who will care for your children, who will or will not receive your assets, and more.
- Medicaid Planning. Long-term care is often prohibitively expensive. To qualify for government benefits, you will need to ensure compliance with the Medicaid program’s restrictive income and asset limits. Our team can implement planning solutions that work to secure and maintain eligibility before a need arises and give you access to the care you need.
- Tax Planning. Many Americans do not realize the litany of credits and deductions available to them and consequently pay more taxes than they truly owe. We can review your financial circumstances and work to minimize the impact of income and estate taxes.
- Asset Protection. By taking steps to strategically transfer and protect assets, you can limit your personal liability and limit the likelihood of future legal action. Our team is familiar with a wide variety of asset protection vehicles and can help you utilize the appropriate solutions.
ProtectiveOur approach is to maximize your assets and provide long-term financial well-being for the next generation of your family.
SupportiveNo matter how small you think your assets are, we will provide maximization strategies and support you every step of the way.
ProactiveWe encourage clients to start the estate planning process as soon as possible in order to take full advantage of the long term benefits.
Estate planning is more than determining who will receive your assets once you are gone. A well-designed estate plan will protect you and your loved ones throughout your lifetime and after you pass away.
Our Pittsburgh team can help you create and update an estate plan that maximizes your financial resources for the next generation. We recognize the importance of leaving a lasting legacy and will work to put you and your assets in the best possible financial position. We coordinate our estate planning with our financial and tax services to ensure every element of your broader plan works together.
No matter your financial circumstances, our team at the Mt. Jackson Group is ready to serve as your planning partner every step of the way. Our Pittsburgh financial planning lawyer can take immediate steps to protect your assets and assist you with saving for retirement. We can provide the professional and experienced guidance that will empower you to preserve and grow what you have already worked so hard to build.