Creating an estate plan can be one of your most important acts of Christian stewardship. In general, effective estate planning gives you control over your assets and how they will be administered. Without it, the laws of your state will prevail, and they may not be in accordance with your wishes. We work carefully with other advisors you may have to create a plan specifically tailored to your needs.
An estate plan uses techniques to gain maximum benefits for both you and the people and causes you care about most. We can often help you reduce estate taxes by allowing you to control more of where your assets go. You can also provide for your church or other favorite charities through the estate planning process.