SERVICES FOR INDIVIDUALS & FAMILIES

Estate Planning and Trusts

Helping you leave a legacy for the people and causes that matter most.

Have You Considered Your Legacy?

OUR ESTATE SERVICES

Your legacy is much more than your assets. It’s your personal values, your faith, and the memories that will forever carry on. Your estate plan should reflect the legacy you want to leave.

  • Does your estate plan, medical power of attorney or trust include the possibility of dementia?

  • If you’re incapacitated, who should be able to direct your assets without court approval?

  • If you have a loved one with special needs, how can you pass assets to them without jeopardizing government benefits?

  • Does your estate plan include your stepchildren?

  • Are the assets in your estate protected from your beneficiaries’ creditors?

We'll help you consider:

  • Who can doctors discuss your medical information with?

  • What will happen if you’re unable to make your own medical decisions?

  • Do your beneficiaries align with your wishes, including your former spouse or children from prior relationships?

  • Does your estate plan protect your significant other or other family members?

  • For business owners, this plan outlines how the business will be transitioned or passed on to successors upon retirement, death, or disability.

Legacy Planning

Your advisor is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with our team of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes. We want to minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.

Trust Services

Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go when you’ve passed on. As part of your estate plan, we’ll help you develop a will or trust to fit your needs. One of the most important decisions in this process is who to name as trustee.


Even the best-drafted document will fail to meet your goals if the Trustee selected fails to carry out their role properly. You’ve worked hard to pursue your financial goals and your family deserves the counsel of an objective professional.

Request an Appointment

In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.

360-443-9993