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. 

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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