Will & Trust Planning: Leaving Your Mark

What will happen with your money and property after you are gone? Who will handle them? Where will they go? How can they best help the people you love and the causes you support? How can you minimize conflict and waste? Will the court have a role? No matter their amount, your assets come from your precious time and labor or from the generous gifts of others, and you want to direct them to make a positive difference. We can help you leave a legacy of love and abundance through a will or trust. You can make your impact personal to you, and explore opportunities to empower future generations to achieve their own legacies.

In this process, you will learn what would happen if you do nothing, your options for changing that default, and the value of doing so (if any). This will give you the confidence to decide what is right for you, based on your goals, circumstances, and budget.