Legacy Planning

How do you want to be remembered? Many of our clients work so hard throughout their life not only to attain and maintain financial independence, but just as importantly provide a legacy for loved ones and charities. Our team of wealth enhancement professionals (multiple JD’s, CPA’s, CFP’s and insurance agents) devises a plan for you to help ensure your legacy is shared with the people you care about and not 350 million other Americans by way of Uncle Sam. In addition to wills and trusts, our team helps you address:

  • Medical Power of Attorney: Current HIPAA law prohibits health care professionals from sharing information with your loved ones without prior written authorization.
  • Durable Power of Attorney: This ensures if you become incapacitated, your assets can be used in the way you choose by the person you designate.