Estate Planning is simply determining where your assets should go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.
Basic documents that are commonly used in planning are:
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the potential impact of changes to estate law tax and emerging vehicles to help you protect and transfer your assets effectively, it is important to work with experienced estate planning professionals who stay current in this field and advise clients on a regular basis.
We will develop an estate plan for you that will protect your assets while giving your loved ones the benefits from those assets.
We do not provide legal advice, but we work with qualified attorneys to set up wills, trusts, and Powers of Attorney to ensure your peace of mind.
To spread freedom in the world by empowering families to discover their purpose in life, then live it.
To create a world where life shows up as abundant.
Through world class coaching, we tailor our clients’ financial needs to their purpose, American Dream, and life-long game plan.