• People sometimes have a hard time pinning down exactly what estate planning is and what it does. We take a fairly broad view.

    Our goal is to help you find your dream life. For you...and your family.

    Mott Tax Advisory Services Estate Planning & Preservation

    Here at Mott Tax Advisory Services our team of experts will provide all the things that you need to know about Estate Planning and Preservation. We will answer all your questions and provide you all the information you need to know about Estate Planning to help you make the best decisions. Some of the most common questions raised by our clients include:

    - What is Estate Planning?
    - Reasons why I need an Estate plan
    - Is probate avoidable, and if yes then, How?
    - Will my assets be forwarded to my heirs?
    - Who will manage my assets given that I'm in long term care?
    - Do I need the assistance of a lawyer?
    - Will I need a trust? Living Will? Or a Power of Attorney?
    - Will my estate plan coincide with my financial plan?

    These questions and more will be answered by our Estate Planning specialists. Give us a call today and set an appointment.

    Our 24/7 Customer Service support team will be more than glad look into your needs and provide you proper instructions on how to avail of our services. Here at Mott Tax Advisory Services we are guiding you with safe, simple solutions designed to help you meet your financial goals, not ours.