Family Governance and Legacy
Part of living confidently in the present is knowing that you have taken the prudent steps to ensure that your wishes will be carried out in the future. Proper estate planning allows you to transfer your wealth in a manner that is consistent with your goals and aspirations. The Monument Circle Group is committed to working seamlessly with you, your family, your tax advisors and legal professionals to develop and implement an estate plan designed specifically for you.
We take an objective and holistic approach to aid in the creation of an estate plans that will reduce tax liabilities and expenses, protect and efficiently transfer your wealth, while conveying your intentions to your loved ones. Often such planning also involves establishing effective means to finance potential future tax liabilites. Let us help. Once everything is in place, we will periodically review your plan with you to assess our progress in accomplishing your long-term objectives.