Legacy Planning – Discover Why It’s Important

This utilizes a holistic approach to organizing and putting your plans in place after your passing. In addition to deciding where your assets will go after death, a legacy plan includes several key components. This may include the values you would like to impart on your heirs, the type of family narrative you want to create, and even activities focused on charitable giving.

Hence, legacy planning can be a complicated process that may require months and sometimes years of planning. Due to this, many folks prefer to hire consulting services to help expedite the process and avoid complications along the way.

As a consulting firm in Baltimore, Maryland, we will discuss the importance of planning with you:

Protect Beneficiaries

Designating heirs to your assets is a vital component. Whether it entails a second home or a stock portfolio, planning ahead prevents a time-consuming process that involves numerous fees.

Highlight What Matters Most

Legacy planning allows you to figure out your priorities in life. Having a plan in place makes it easier to break down tasks, take action, and accomplish goals. Your priorities can be used as your blueprint when creating your legacy plan.

Sort Out Family Issues

It also prevents arguments and issues between family members that may wind up in court. Settling who controls your finances and assets eliminates any strife and complications.

Creating a legacy plan is easier and less time-consuming with the help of Macro Resource & Associates, LLC. As an organization offering business consulting in Maryland, we offer several financial services including estate planning.

Additionally, we also offer tax services that include MD tax consulting, IRS representation, income tax preparation, and more. Reach out to us to learn more about our services.

Accounting & Taxes
$

Tax Preparation

$

Business Income Tax

$

Non-Profit Organizations

$

Federal And State Individual Income Tax Preparation

$

Representing Taxpayers Before The IRS

Management
$

Bookkeeping

$

Estate Planning

$

Strategic Planning

$

IRS Representation

$

QuickBooks Training

$

Business Evaluations

$

Government Contacts

$

Small Business Set-Ups

$

Tax Consulting/Preparations

Government Contracting
$

Strategic Planning

$

Other Accounting Services

$

Income Tax Preparer And Consulting

$

Research Analysis And Financial Management

$

General Business Administrative Management Consultant

$

Enrolled Agent (EA) – Represents The U.S. Taxpayers Before IRS