Estate Planning

We understand you want your heirs to receive the greatest amount of your wealth possible, in an easy and efficient manner. 

At Markle Financial, we provide you with guidance on giving to the people and causes that are important to you. We work with your beneficiaries to ensure they are able to execute on your wishes.

• We help you create a framework that works for you and can help you come up with questions and discussions for your attorney.
• Tax efficient transfer of wealth to friends/family/charitable organizations.