Berks County Bar Association The Berks Barrister Winter 2019 - 48

PRESERVING YOUR LEGACY

Maggs & Associates
Wealth Management
985 Berkshire Boulevard
Wyomissing, PA 19610
Phone: 610.320.5462
E-mail: mark_maggs@ml.com
www.fa.ml.com/maggs

What would you like to achieve with your wealth? How do
you see your assets being used to pursue your vision for your
family and your legacy? The wealth transfer strategies that
you put in place now should create enduring benefits for the
people and philanthropic causes that matter most to you.
Maggs & Associates has been guiding affluent individuals
and families in developing customized long-term wealth
management strategies since 1993, and we can offer you
access to estate planning services to help you fulfill your
personal aspirations.
We will coordinate with you and your family, Merrill Lynch
trust and insurance specialists, as well as your other advisors
to help you analyze each facet of your financial life in the
context of your long-term goals. We can guide you as you
develop a variety of wealth transfer strategies for your unique
situation, including Grantor Retained Annuity Trusts (GRATs),
second-to-die life insurance policies and donor-advised funds.
Let us work with you and your outside advisors to help you
develop a legacy plan to direct how your wealth is managed,
shared and used in the future.

Merrill Lynch and the Bull Symbol are trademarks of Bank of America Corporation.
Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated
(MLPF&S) and other subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.
Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any
Federal Government Agency

Are Not a Condition to Any
Banking Service or Activity

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
© 2018 Bank of America Corporation. All rights reserved.
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http://www.fa.ml.com/maggs

Berks County Bar Association The Berks Barrister Winter 2019

Table of Contents for the Digital Edition of Berks County Bar Association The Berks Barrister Winter 2019

Berks County Bar Association The Berks Barrister Winter 2019 - 1
Berks County Bar Association The Berks Barrister Winter 2019 - 2
Berks County Bar Association The Berks Barrister Winter 2019 - 3
Berks County Bar Association The Berks Barrister Winter 2019 - 4
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https://www.nxtbook.com/hoffmann/BerksBarrister/BerksBarrister_Fall-Winter2019
https://www.nxtbook.com/hoffmann/BerksBarrister/Berksbarrister_Summer2019
https://www.nxtbook.com/hoffmann/BerksBarrister/BerksBarrister_Springr2019
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https://www.nxtbook.com/hoffmann/BerksBarrister/Berksbarrister_Summer2018
https://www.nxtbook.com/hoffmann/BerksBarrister/berksbarrister_winter2017
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