Legacy Planning

Family-Centric Estate Planning

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

The Financial Situation of Your Children and Grandchildren

We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

Are You Helping or Hurting Your Children When You Support Them Financially?

Being a parent is tough. It is your instinct to love your children unconditionally, support them in whatever they need, and protect them in any way you can. You put them before you. But helping them doesn’t always help them.

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Consider Family When Selecting Your Estate Fiduciary

In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

Money Doesn't Have to Be Complicated

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!

Estate Planning Isn't Just for Your Kids - It's for Your Spouse

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

Family Support Checklist

Recently, we were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?