Estate Planning
We listen to your values and goals guiding you in the creation and updating of your will, trust, and living documents including your:
- Healthcare directive and Living Will
- Durable Power of Attorney
- HIPAA Release
- Community (Marital) Property Agreement
- Buy/Sell Agreements for business owners
To help you ensure you won’t leave a mess for your loved ones in case you are incapacitated or when you die.
Charitable Planning
When you understand you have financial stability and recognize, with our guidance that you have reached abundance, our team will share generosity concepts including volunteer and financial giving opportunities during lifetime and at death. We want to help you understand that you can make a difference as a philanthropist helping those individuals and organizations that you want to lift up. Tax efficient lifetime and legacy charitable concepts include:
- Charitable Remainder and Lead Trusts
- Charitable Gift Annuities
- Donor Advised Funds
- Charitable Beneficiary Designations
4 Steps to Protecting a Child with Disabilities
Estate Management Checklist
Four Steps to Valuing an Estate