Estate and Legacy Planning

We believe that the current model for Estate Planning is fundamentally flawed.  The dump, divide, defer, and dissipate model falls short of the opportunities you have to focus on the most important parts of legacy planning. 

• How to preserve and protect wealth
• How to prepare the family for wealth not just the wealth for the family 
• How to make a legacy plan that has room to adapt and evolve 
• How to best maintain privacy

A well-written estate plan allows you to take control of your legacy now, providing you the peace of mind to truly enjoy your retirement. It allows you to pass on to your children and grandchildren the things that you believe and are important to you. 

We are here to help with everything from A-Z. We work with a team of attorneys who are experts in Estate Planning that will make sure it is done right.

We make sure all information is up to date and works in conjunction with the other aspects of your plan.  One aspect of our comprehensive estate planning will guide you through a series of vital questions such as:  

• Do I have a will and has it been updated in the last year? 

• Have I named a power of attorney(s) to handle finances, medical and property? 

• Have I made arrangements to plan for and cover funeral expenses?

• Do I have a trust? If so, was it funded properly?

What if your finances worked like an orchard—producing fruit not just for today, but for your children, grandchildren, and their children?

That’s how we view dividend investing. It’s not about chasing trends. It’s about planting with purpose. Tending with wisdom. And harvesting a return that grows stronger over time.

Just like an orchard, the earlier you plant, the deeper the roots—and the sweeter the fruit.