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Estate planning is not a DIY task

Let us help you, using our in-house estate planning resources

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Working with a Mesirow Wealth Advisor can help to simplify the process and bring peace of mind. Mesirow has the resources and expertise you need, in-house and in one place, to help you make sense of an existing plan or establish your own plan in partnership with your estate attorney. We can:

Analyze your current plan, provide a visual summary of the plan, analyze asset flows according to the terms of the plan, and offer considerations for future planning or recommendations on changes to asset titling
Work closely with your existing legal and tax advisors to ensure your estate plan aligns with your goals and vision
Provide a state and federal estate tax analysis, including a review of tax planning options to reduce or eliminate estate tax exposure
Offer guidance regarding charitable gifting strategies like charitable trusts, donor advised funds and private foundations
Provide direction on business succession planning, whether it involves a transition to the next generation, to other partners or key employees, or to third-party purchasers
Offer planning considerations for children with special needs, blended families, and other unique circumstances
Introduce you to core estate/legacy planning concepts if this is your first foray into the estate planning process

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Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.