Delaware Estate and Tax Planning Services


Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning

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Estate, Tax, Trust, Retirement, & Medicaid Planning

New Castle and Kent Counties
Wilmington, Newark, Dover, and surrounding areas
You can reach us at:
(302) 464-0014
Mose W. Witt, CLU, ChFC

Mose W. Witt, CLU, ChFC

M W Witt & Associates Legacy Solutions

We Help You Prepare for Life and Beyond In addition to assisting individuals, families, and business owners with product solutions, we seek first to understand the specific needs, wishes and goals of our customer in order to provide the best solution to meet those goals. I do not rely solely on my own experience but have surrounded myself with expertise in various disciplines to ensure that the customer receives the best advice for their circumstances.

About Mose W. Witt | Contact M W Witt & Associates Legacy Solutions for Help & Information

Sussex County
Milford, Seaford, Georgetown, Laurel, Lewes, Millsboro, Milton, Selbyville, Long Neck, Rehoboth Beach, and surrounding areas.
You can reach us at:
(302) 464-0014
Mose W. Witt, CLU, ChFC

Mose W. Witt, CLU, ChFC

M W Witt & Associates Legacy Solutions

We Help You Prepare for Life and Beyond In addition to assisting individuals, families, and business owners with product solutions, we seek first to understand the specific needs, wishes and goals of our customer in order to provide the best solution to meet those goals. I do not rely solely on my own experience but have surrounded myself with expertise in various disciplines to ensure that the customer receives the best advice for their circumstances.

About Mose W. Witt | Contact M W Witt & Associates Legacy Solutions for Help & Information

Click on the Map to Locate Services

    New Castle and Kent Counties: Wilmington, Newark, Dover, and surrounding areas

    Sussex County: Milford, Seaford, Georgetown, Laurel, Lewes, Millsboro, Milton, Selbyville, Long Neck, Rehoboth Beach, and surrounding areas

About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified Delaware estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

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