Estate Planning & Charitable Gifting

When you're wanting to be the difference

The average person spends on average 90,000 hours working over their lifetime. Saving is responsible, but what do you do when you have more than you had intended? You probably don't want to see it wrapped up in probate, or given in such a way that isn't meaningful. Whether you want your wealth to have a smooth transition to your beneficiaries, or contribute to a worthy cause, we can provide options and solutions. We can even show you how to receive current tax breaks, as well future tax benefits with charitable gifting.

Estate PLanning

6 Things every Estate Plan should consider having, whether simple or complex.


  1. Standard Will
  2. Living Will
  3. Medical Power of Attorney
  4. Financial Power of Attorney
  5. Schedule of Gifts
  6. Living Trust

Charitable Gifting

So many great things have been accomplished and funded through Charitable Gifts. One common misconception is that one must be very wealthy in order to participate in a Charitable Gift. This is simply not the case. There are plenty of middle-income families who use this approach to satisfy their philanthropic needs while subsequently paying less in taxes.

Get Started

Make the right choice for your legacy by contacting us. We look forward to hearing from you soon!