Estate Planning
Mathis Financial Corporation, specializes in Estate and Financial Planning, helping you protect your legacy with a well-structured estate plan. Our services ensure your wealth is preserved, your loved ones are cared for, and your wishes are honored. We connect you with expert advisors who provide tailored strategies for asset protection, tax efficiency, risk mitigation, and long-term financial security.
Comprehensive Estate Planning Solutions
At Mathis Financial Corporation, we take pride in being one of the most successful estate planning firms in South Florida, offering tailored strategies to protect your wealth and secure your legacy. Our expert team provides personalized estate planning services designed to minimize risk, optimize tax efficiency, and ensure your assets are preserved for generations to come.
Without a Living Trust
With a Living Trust
Our comprehensive estate planning services include:
Asset Preservation
Final expense insurance is a life insurance policy designed to cover funeral and burial costs, medical bills, as well as any other end-of-life expenses. It provides peace of mind knowing that these costs won’t burden your loved ones after you pass away.
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Risk Mitigation
Term life insurance provides coverage for a set period, typically 10, 20, or 30 years. If the insured passes away during this time, their beneficiaries receive a tax-free payout. It’s an affordable way to protect loved ones financially, covering expenses like mortgages, debts, or income replacement. If the term ends, coverage usually expires unless renewed.
Wealth Management
Mortgage protection insurance is using life insurance designed to pay off your mortgage if you pass away. This ensures your family can stay in their home without worrying about mortgage payments if you’re no longer there to provide for them.
Charitable Trusts
Premium finance is a strategy that allows high-net-worth individuals and businesses to fund life insurance premiums using third-party loans. This approach preserves cash flow while maintaining valuable coverage, leveraging assets to maximize financial growth and protection. It’s a smart solution for those seeking large policies without tying up significant capital.
Tax Mitigation
Indexed Universal Life (IUL) insurance is a type of permanent life insurance that offers a death benefit along with a cash value component. The cash value can grow based on the performance of a stock market index, providing potential for higher returns while still offering downside protection.
Business Planning
Whole life insurance provides lifelong coverage with a guaranteed death benefit and a cash value that grows over time. Premiums remain fixed, and policyholders can borrow against the cash value if needed. It’s a reliable way to protect loved ones while building long-term financial security.
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Special Needs Trusts
A Split Dollar Agreement is an arrangement where two parties—typically an employer and an employee—share the costs and benefits of a policy. The employer helps pay premiums, and in return, they receive a portion of the policy’s benefits, while the employee or their beneficiaries receive the remaining benefits.
Why Choose Us
Estate planning can be a daunting process, which is why so many well-meaning folks neglect to do what they know needs to be done. We believe the solution is to make available the core planning tools within easy reach and to empower the end-user client to achieve the desired end result.
Seamless Digital
Platform
Mathis Financial Corporation offers a fully integrated online platform, allowing you to create, manage, and update your estate planning documents 24/7 from anywhere.
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Convenient
Easily update your documents as life circumstances change.
Maintain full control over who has access to your estate plan and legal directives.
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Secure and Accessible Anytime
Your documents are stored in a secure, encrypted system, ensuring privacy and protection. Your designated beneficiaries and medical providers can access important directives when needed using a secure passcode.