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.
Estate Planning Resource Center
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Visit our collection of Articles, Videos and Calculators designed to help you develop an effective estate strategy.
Charitable Giving: Smart from the Heart
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A Bucket Plan to Go with Your Bucket List
What Is My Current Net Worth? Calculator
In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.
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.
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.
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.
Revising Estate Strategy Assumptions
Trends in Charitable Giving
How Helping Charities Helps You