Broker Check

Estate Planning

Estate planning requires thinking about a time when you will no longer be living and this is often uncomfortable for people.  By taking the time to define your legacy and intent, you gain peace of mind knowing that you have taken steps to protect and care for your loved ones. 

Services

We work alongside your estate planning attorney to ensure that your estate plan coordinates with your overall financial plan.  Most estate plans will include a Will, Durable Power of Attorney for Finance / Health Care, and a Living Wil. 

Charitable Planning

For many of our clients, supporting their community and organizations close to their heart is a priority.  We help them develop strategies to achieve their goals in the most tax efficient manner possible.  This often involves utilizing  gifting, donor advised funds and charitable trusts for highly appreciated assets, and reviewing the beneficiary listings for retirement accounts and insurance policies. 

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More
What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn More
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670