13603 Gladwyn Ct
Chantilly, VA 20151
"Own Everything" via a well-diversified investment portfolio consisting of low-cost, index based funds with low trading costs, and rebalance as warranted.
Estate planning is important primarily to avoid dying "intestate" which means dying without having created either a will or a trust which provides instructions for passing your estate on to your heirs. Danger lurks by not considering how probate, creditors, con-artists, lawsuits, judgments, lawyers, and death taxes can damage the value of your estate. Plus, your property may go to unintended heirs in unintended ways.
MFI works as a team with estate planning attorneys to ensure that your estate is being properly managed.