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Estate
Planning

Building your legacy.

What if you get sick? What if your family needs to make key decisions about your health care when you can’t? What if you die at an early age? The truth is, If you don’t have your financial and medical affairs in order, how will your loved ones know what you would want to do?

Unfortunately, many feel estate planning is only for the wealthy or something they should do later in life. But the fact is, everyone needs to do at least basic estate planning regardless of age or assets. Preparing an estate plan will help to ensure your family that your personal, medical, and financial affairs are taken care of if something unexpected happens to you.

We create a team around you.

We know your needs are unique. That’s why we help you create an estate plan that reflects your wants and needs and helps secure the hard work you’ve accomplished on your financial plan.

Estate Planning chartWe build a specialized team around you to ensure your wishes are honored and your loved ones aren’t burdened with making important decisions on your behalf.

As your fiduciary, we want to introduce you to the right professionals only when you need them the most. In addition to our financial advice, your team may include an estate planning attorney to help walk you through important legal options and to draft supporting documents. You also might work with a CPA to help review any tax implications of your estate.


Understanding key components of your plan.

For some, an estate plan may be as simple as creating a will. For others, it can include several documents that need to work together to outline your wishes for medical care, finances, properties, and more. We can help you determine what you need and how to safeguard yourself from any obstacles that might prevent your goals from becoming a reality.

  • Estate Planning options document

    Wills and trusts

    Ensures your assets will go to the right people, according to your wishes. Wills and trusts both help to accomplish this goal, but if either are not structured properly, they could lead you into probate court where time, money, and a lack of privacy become an issue.

    When a will is executed, it becomes a matter of public record. Anyone can see who inherited your assets. A trust, on the other hand, is handled privately.

  • Estate Planning options document

    Financial Power of Attorney

    If you are no longer able to make financial decisions for yourself due to an illness or injury, this document places a trusted family member or friend in your place so that person can make necessary decisions for you.

  • Estate Planning options document

    Health Care Power of Attorney

    Sometimes called a living will or advanced directive, this allows you to pre-determine how your future medical care will be handled, including resuscitation, life support, and the use of certain medicines.

  • Estate Planning options document

    Beneficiary Designations

    Certain insurance policies and investment accounts allow you to designate a beneficiary to receive your proceeds at your passing, avoiding probate and superseding your will or trust’s instructions in most cases.

  • Estate Planning options document

    Charitable Giving

    You may want to leave a lasting legacy through a charity or cause you believe in. There are many ways to give to these causes while you are alive and even after you are gone. Most forms of giving provide tax benefits.

Your legacy.
Our Focus.

Let us get to know you — your concerns and your dreams —
and we’ll help you create a financial plan that lasts beyond your lifetime.

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