Estate Planning

Your Legacy Will Live On. And So Will Your Vision.

What will happen to your business and family in the decades to come? What will be left for your family? What will be set aside for charitable causes or future generations? When all is said and done, will your work have the Kingdom impact that you envisioned?

A carefully crafted estate plan is the cornerstone of any successful strategy to preserve multi-generational wealth and support long-term charitable endeavors. We help you craft a winning estate plan that integrates taxes, business assets, properties, investments, insurance, and retirement to produce the optimal results for your family.

PRESERVING YOUR WEALTH FOR FUTURE GENERATIONS

At the outset of the estate planning process, we work closely with you to reach a clear understanding of your family’s financial situation and legacy goals, as well as your wishes for how your estate will be managed in the years to come. We can help you and your family navigate through every phase of estate planning, and educate your heirs on how to maintain, nurture, and grow your legacy. Our services include:

• Clarification of goals and vision
• Estate plan strategies and execution
• Education and empowerment plans
• Review of wills and healthcare directives
• Implementation of wealth-transfer strategies
• Identification of possible benefactors
• Business succession planning
• Ongoing estate management