At Mae Financial Solutions, we believe your legacy is far more than a collection of assets—it’s the embodiment of your values, your love, and the life you’ve built. Our Holistic Legacy Planning process goes well beyond a simple will to create a comprehensive roadmap that ensures your wishes are honored, your family is protected, and your wealth transfers smoothly across generations. We help you establish revocable and irrevocable trusts to bypass probate, maintain privacy, and control how and when your beneficiaries receive their inheritance.
Through strategic gifting, beneficiary structuring, and charitable giving vehicles like donor-advised funds, we minimize tax exposure while maximizing impact. We also address often-overlooked areas such as digital asset planning—ensuring your online accounts, cryptocurrency, and intellectual property are secured and accessible to your loved ones. Without a thoughtful plan, even modest estates can become entangled in court delays, legal fees, and family disputes. With us, you gain peace of mind knowing your legacy will be preserved exactly as you intend.