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Estate Planning & Charitable Giving

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

A great financial life is knowing your legacy is protected for future generations.

Preserving your estate

Preserving your estate

You have spent a lifetime protecting and building wealth and living a great financial life. Now, you’ll want to create a lasting legacy for your loved ones and for future generations.

We can help ensure that after you’re gone, the wealth you’ve accumulated lives on according to your wishes. After everything you’ve put into acquiring wealth over the years, the last thing you want is for your estate to be splintered after your death. That’s precisely what can happen if you don’t take steps to protect your loved ones from estate taxes. Fortunately, it can be a simple matter to put a solution into place that can keep your estate intact for the next generation — with permanent life insurance, like whole life. While it won’t prevent estate taxes from being incurred, the death benefit from a whole life policy can mitigate the reduction of the estate due to taxes. So what your loved ones lose to estate taxes can be replaced. Easily. Quickly. And effectively.

THE 3 KEY ELEMENTS OF AN ESTATE STRATEGY

LETTER OF INTENT

LETTER OF INTENT

While a will provides legal directives, you can provide a more personal voice by giving additional instructions.

GUARDIANSHIP

GUARDIANSHIP

One common area many should prepare for is legally naming guardians for their children.

TRUSTS

TRUSTS

Trusts can be another powerful estate management tool. Properly structured trusts may help you avoid probate.

WILL YOUR VALUES, GOALS, AND DESIRES FOR YOUR ESTATE BE UPHELD?

WILL YOUR VALUES, GOALS, AND DESIRES FOR YOUR ESTATE BE UPHELD?

By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.

Paying it forward

Paying it forward

Leaving a gift for those who need it most through charitable giving can help share the benefit of your wealth with many deserving individuals for years to come. In addition to the good that leaving a sizeable charitable contribution does for the community, it can also reduce your estate’s tax liability, helping ward off some of the effects of estate taxes on your hard-earned wealth. It’s a generous — and smart — way to make sure the causes and people you care about get the greatest benefit from what you leave behind.

Let us help you devise a strategy for safeguarding your estate and making a positive impact on your loved ones, your community, and your world.

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