You spend a lifetime building and accumulating wealth that—let’s face it—is worth more than a price tag. Your estate is an expression of your character and your accomplishments, so ensuring it passes into the right hands is essential to your legacy.

Our Phoenix financial advisors want to understand the vision you have for your estate and help guide you to the best options to get it all set up. Most people leave their estates to family or bequeath them to a charitable organization (which can help relieve tax burdens)—or a combination of the two.

Estate planning can also encompass who you want to care for and manage your finances and medical decisions, should you become unable to do so.

We can help you create a solid plan for your estate, including such services as:

  • Developing a will
  • Setting up trusts and insurance plans
  • Naming beneficiaries and power of attorney
  • Creating plans for gift giving to reduce estate taxation
  • Access to our estate planning attorneys

Talk to an estate planner today!
Let our estate planning company help you manage your assets so you can leave behind a lasting legacy that takes care of the people and causes you care about.

Get a complimentary portfolio review for your estate plan

A brief 10 minute survey will provide our team the info they need to provide an in-depth review of your financial strategy and estate plan

Ready To Get Started?

You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.