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Estate and Charitable Planning

Estate Planning

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 

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
<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!