Your values matter to you and they matter to your family. Passing on what you have learned and what you have grown is a wonderful legacy.
What We Can Do For You
Estate planning and charitable giving are complex areas that cross tax, legal, and financial areas. We are Certified Financial Planners and Attorneys and we are here to help.
To preserve your Legacy we provide:
- Estate Planning (Trusts, Wills, Power of Attorney, etc)
- Family Meetings
- Charitable and Gift Planning
- Donor Advised Funds
- Foundation Planning
- Beneficiary Designations