Family

charitable trusts

Using a Charitable Remainder Trust to Leave Your IRA to Your Children…And To Charity

IRA accounts, which for many of us started as annual $2,000 contributions in the early 1980s, have grown to be major factors within the estate planning process. It was recently estimated that more than $19 trillion sits in Traditional IRA accounts as of 2020. At Fidelity Investments alone, there are more than 300,000 IRA accounts …

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Good things come to those who plan for them

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We can help you plan for healthcare in retirement

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Get Started Saving for College

From opening 529 account to calculating how much to save, we’ll help you create a college saving plan with our free guide.

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Consider a Financial Caretaking Plan

A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. 

This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.

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Do You Need a Trust?

Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.

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We're here to help.

Download our guide to understanding long term care expenses and options.

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