Broker Check

Estate Planning and Charitable Giving

Estate Planning represents the proactive discussion required to ensure that your assets (or estate) go to whom you want, when you want, in the manner that you want, with the least amount of taxes or complications surrounding the transfer.

Every individual or family of affluence has already done some level of planning. Each of these families also has advisors – yet, every family hits an obstacle at some point in their planning. In theory, the strategies or ideas that are brought to your attention seem sound. But you can't quite pull the trigger.

Main Street Wealth Management, LLC works with families facing complex financial, estate and business succession decisions. We work alongside your existing advisors and offer financial modeling tailored to your particular needs. Our clients, and their advisors, rely on our ability to paint a clear and simple picture of the short and long-term ramifications of your financial planning opportunities.