Legacy Planning

Which Would You Rather Leave - an Inheritance or a Legacy?

We believe that the legacy you leave is about much more than just money. Through our wealth transfer and estate planning process, we'll also assist you in preparing for:


For many Americans, passing along beliefs and values to the next generation is just as important, if not more so, as passing along financial wealth and tangible assets. With our financial estate planning services you can create many opportunities to do this and also to plan charitable giving to the causes you care most about.

We work closely with the National Christian Foundation and have access to their resources and attorneys. So if you'd like to leave a legacy that impacts future generations, we have the strategies and connections you need to make your mark on the world.