Our estate planning services are designed to help you protect your legacy and ensure your assets are distributed to Who you want, When you want, and How you want them to be received. With decades of experience and a deep understanding of estate planning, we can collaborate with your attorney to help you create a comprehensive plan that addresses your unique needs and goals.
- Estate Planning Education: We will have conversations around your goals and concerns for your estate plan to gain a clear understanding of your wishes. We will also educate you on the different types of estate planning documents, what they do, and why you may consider them when you meet with your attorney.
- Estate Planning Attorney Network: We have a national network of attorneys who specialize in estate planning. Of course, we are happy to collaborate if you have an existing relationship with an attorney that you trust. If you don’t we have multiple options for you to consider to find the right fit for you.
- Probate avoidance: We can help you implement strategies to avoid the probate process, which can be stressful, time-consuming and costly.
- Gift planning: We can help you create and implement plans for wise giving during your life, and after your passing to minimize taxes and make a greater impact. This could include a plan for gifts to your loved ones during your lifetime, gifting highly appreciated securities or other assets to avoid Capital Gains taxes, or structured giving to your favorite. churches, ministries, or other non-profit organizations.
Every day, we encounter individuals grappling with pivotal financial inquiries. Having diligently saved and invested throughout their lives, they now bear the responsibility of navigating significant decisions involving substantial assets—and they’re determined to get it right.
Numerous families we assist aspire to fortify themselves against unforeseen challenges while safeguarding their cherished values for the future. However, navigating the complexities of their financial circumstances can often leave them feeling uncertain about the estate planning journey ahead. That’s where our team steps in, ready to collaborate with you in crafting a robust strategy for preserving your legacy. We provide a transparent and comprehensible roadmap, empowering you to navigate the process with confidence.
