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Estate Planning

Estate Planning

Our team will facilitate the creation of your estate plan.  An estate planner will sit down and create a personalized step-by-step road map on how your assets will be preserved and transferred to future generations and impactful charitable endeavors.  Once the plan is created, legal documents will be created and executed to prevent any derailment of the plan.

Then, once every five years, we will review and possibly recommend updates to your plan.  Our objective is to ensure that you establish a plan that meets your needs and allows your wishes to be fulfilled with the least amount of anxiety for everyone involved. 

We also work with an elder law attorney, a SSDI attorney and a corporate / transaction attorney to help our clients with legal needs in regard to estate planning and other legal matters.

Chris Morris, MBA, CFP®, CPA, PFP, RFC