Estate Preservation & Planning Services

Leave an impactful legacy for your family, community, and loved ones.

Leave a Legacy that Lasts for Generations

Thinking about your own passing may not be a pleasant experience, but it’s a critical piece of any financial strategy. A comprehensive financial plan doesn’t just address your financial needs up until your death, but also beyond.


You’ve worked hard to accumulate your assets, and you likely have goals for them after you pass away. Perhaps you want to pass your legacy onto kids, grandkids, or other loved ones. Maybe you want to provide for a surviving spouse. You may even want to leave a gift for a non-profit or other community organization.


You have goals for your legacy. We help you make them a reality.

Understanding the Risks of Legacy Planning

Risk management is an important factor in every step of financial planning, including estate and legacy planning. There are risks you and your family may face after you pass and even in the final months and years before your passing.


We identify potential risks for our clients and implement strategies to minimize those risks.

  • Medical & Durable Power of Attorney

    What happens if you are unable to make your own decisions in the final years of your life? Who will make decisions about what kind of health care you receive or how your finances are managed?


    A power of attorney allows you to designate a trusted individual as your decision-maker. We help you communicate your wishes to that individual in advance and then they make decisions that align with your goals should you be unable to do so yourself.

  • Living Will

    What measures do you want doctors to take to save your life? Do you want them to take any actions necessary? Or are there steps you prefer they not take?


    A living will provides that guidance so you receive the care you want when it matters most.

  • Blended Family Issues

    Blended families can be a blessing but they can also present some tricky estate planning issues. How do you provide for your new spouse, your children from previous relationships, and possibly new stepchildren? Is there a way to do so that makes everyone feel that they have been treated fairly?


    We work with you and your family to design a plan that meets your needs and goals. Blended family planning can be complex, so it helps to start the process well in advance.

  • Special Needs Planning

    Do you have a child or other dependent who has special needs? After your passing, they may need assistance with financial management, health care, or a wide range of other issues. A special needs trust can be a powerful tool for planning for your dependent’s care after you’re gone.


    We can help you design and implement the right trust for your goals and needs.

Maximizing Your Legacy

Your legacy is your final opportunity make an impact on your family, community, and other loved ones. Unfortunately, there are threats that could reduce your legacy and create challenges for your family after your passing.


We identify those threats and implement strategies to maximize your legacy and your impact on your community.


Some of the areas we address:

  • Probate

    Probate is the process of settling ones estate. It can be costly and time-consuming. We develop strategies to minimize the impact of probate on your estate.

  • Taxes

    Yes, it’s possible that your beneficiaries and heirs may face taxes on their inheritances. Fortunately, there are estate planning strategies that can limit their tax exposure and maximize the net amount they receive.

  • Distribution

    You may have distribution objectives. Perhaps you want beneficiaries to receive their inheritances at certain ages or particular milestones in life. Maybe you want your beneficiaries to receive management assistance on their new assets.


    A trust can be a powerful way to further meet your legacy goals. We have extensive experience designing and implementing trusts to meet a wide range of objectives.