Retirement Services

Estate & Legacy Planning

Estate planning today impacts the legacy you leave.


CNBC April 11, 2022

The concept of estate planning is simple. The vehicles, planning, and implementation to make it happen is not. We help direct you in ways to make your legacy secure.

  • Protect your assets
  • Pass wealth to the next generation
  • Transition of assets to charities
  • Creation of a legacy

Wills and Revocable Trusts

For your family’s future, make sure they’re fully protected in your will or revocable trust. An error in your will or trust only adds pain and confusion.

  • Management and distribution of assets
  • Declare your final wishes
  • Name guardians for children
  • Help avoid probate court

A great team has specialists in many areas.  Although we are not accountants or attorneys, we take great pride in becoming an important piece of our clients’ team of professionals, working to protect assets and pass those assets to the next generation or charities.  We work closely with our clients’ attorneys and accountants in creating a near-bulletproof plan to accomplish both asset protection and legacy planning.  We can refer you to our team of attorneys and accountants, or we are happy to be a part of the team you already have.

Estate & Legacy Planning

To schedule a personalized strategy consultation, fill out the form below or call our office.