Broker Check

Estate Planning & Charitable Giving 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

A wealthy life is knowing your legacy is protected for future generations.

You have spent a lifetime creating financial independence. Now, you’ll want to create a lasting legacy for your loved ones and for future generations. We can help ensure that after you’re gone, the wealth you’ve accumulated lives on according to your wishes.

Preserving your estate

After everything you’ve put into acquiring wealth over the years, the last thing you want is for your estate to be splintered after your death. That’s precisely what can happen if you don’t take steps to protect your loved ones from estate taxes. Fortunately, it can be a simple matter to put a solution into place that can keep your estate intact for the next generation — with permanent life insurance, like whole life. While it won’t prevent estate taxes from being incurred, the death benefit from a whole life policy can mitigate the reduction of the estate due to taxes. So what your loved ones lose to estate taxes can be replaced. Easily. Quickly. And effectively.

Paying it forward 

Leaving a gift for those who need it most through charitable giving can help share the benefit of your wealth with many deserving individuals for years to come. In addition to the good that leaving a sizeable charitable contribution does for the community, it can also reduce your estate’s tax liability, helping ward off some of the effects of estate taxes on your hard-earned wealth. It’s a generous — and smart — way to make sure the causes and people you care about get the greatest benefit from what you leave behind.

<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn More
<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
<p>How Helping Charities Helps You</p>

How Helping Charities Helps You

Donation is on people’s minds around tax season.
Learn More

Let us help you devise a strategy for safeguarding your estate and making a positive impact on your loved ones, your community, and your world.

Thank you!
Oops!