Our Practice

Building Lasting Relationships & Making Money Meaningful-  

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Planning for Your Future:
Many couples come to us while they are both alive for the fact the husband wants to make sure his wife is comfortable handling money topics and taken care of after he is gone. It is sometimes less stressful for the surviving spouse to have a solid relationship with us before the death happens because then your plan can continue long after the first spouse passes. Husbands are grateful that we respect, engage and empower his wife, and make difficult topics easier to digest and understand.


Charitable giving advice is a core component of our practice.
Often, we are helping wealthy middle class clients determine the legacy they’d like to leave and a compelling means of doing that is by utilizing Qualified Charitable Distributions to pledge their IRA to a charitable foundation managed by them and our team.  This is also a means of passing on philanthropy to our client's children and grandchildren as well. 

This approach ensures a legacy of philanthropy by the family for generations.


Resources:
Charitable Planning                                                    Life Insurance 
IRA Charitable Rollover                                              Tax Savings  
Agriculture                                                                    Charitable Trusts 



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