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Legacy and Estate Planning

No one likes to think about death, but it’s important to consider how your assets and wealth will be allocated when you pass.

We can help devise a financial strategy that includes ways to maximize your estate and income tax planning opportunities and protects your IRA and qualified accounts from being fully taxable to beneficiaries upon your death. We can assist with your:

  • Wills, living wills and trusts: These direct how your assets are transferred or allocated.
  • Durable power of attorney: This is the person authorized to act on your behalf in matters related to finances, business decisions and even health care.
  • HIPPA authorization: This allows your durable power of attorney to give access to your private health care information should you be incapacitated.

We realize that you want to be a blessing — not a burden — to your loved ones. Let’s discuss our estate services and discuss options that may be best for you and your family.

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Contact us today to schedule a meeting wherever and whenever is most convenient for you.

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