With the passing of time, the primary concern of many families has become the preservation of their estate for their heirs. They`ve worked hard for what they have, and it is important to them to preserve their wealth—sometimes for generations to come. By focusing on wealth preservation and transfer strategies, we can help you maximize the estate you pass on by helping reduce costs and taxes and providing necessary liquidity.

We have the experience to help you with:

• Estate and liquidity planning
• Income replacement
• Revocable and irrevocable trust planning
• Intra-family wealth transfers and gifting
• Estate freeze techniques

Advance Directives

For information and to download living wills from one these internet sites please click on either www.uslivingwillregistry.com/forms.shtm or www.agingwithdignity.org.

Consult a legal or tax advisor prior to implementing any of these strategies.

De Maine Wealth Management and LPL Financial do not provide legal advice or services. 

NOTE: The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.