top of page

Estate & Legacy Planning

Peace of mind is priceless, and these tools are invaluable. Planning your estate can relieve a significant burden from your family and loved ones in the unfortunate event of incapacitation or death. During what would be an already tremendously challenging time, having the proper structure in place can mitigate a lot of potential conflicts and confusion, and have tremendous cost savings for heirs and beneficiaries.

Your legacy will have several elements to think about.  Continue below to read more about it... Click on individual items for pricing.

Important Considerations

Insurance Needs

When you retire, your workplace insurance offerings may run out.  Selecting new health insurance, and protecting your family with life insurance, are both important things to plan for right now.  

Additionally, how you name your beneficiaries (or if you should use a Trust as your beneficiary) are important topics to speak to a professional about.


How will you pay for nursing home costs or the cost of assisted-living as you age?  


Medicaid planning, or a lack thereof, will have a huge impact not only on yourself, but also on your spouse and children.  

Charitable Giving

Leaving something to charity is often a goal of our clients.  But what, and when, is the best time and place to do this?  We help clients to answer this question, and we can help you, too.

What is your legacy?

Life lived with meaning and a purpose are paramount to how we help our clients plan ahead.  There is so much to know and learn in this area.  Allow us to ensure your legacy is well-planned and cared for so that you can live your life with peace of mind.  Contact us below for more information and to begin the process. 


We'd love to hear from you

bottom of page