Building a Legacy

We can assist you with:

Wills and Powers of Attorney

Will

  • Wills
  • Trusts
  • Beneficiary designations
  • Joint ownership arrangements

Medical/Financial POA

  • What is a Power of Attorney?
  • Durable Power of Attorney: Protecting Your Property against Incapacity
  • Durable Power of Attorney for Health Care/Health-Care Proxy

Estate Plan

  • Basic Estate Planning
  • Steps to Estate Planning Success
  • Assuring the Smooth Distribution of Your Estate
 

Estate Transfer

*Some Estate Planning services may be offered through a third party. 

Life Insurance

  • Life Insurance at Various Life Stages
  • Comparison of Types of Life Insurance

Gifts/Bequests

  • Lifetime (Noncharitable) Giving
  • What are the tax advantages of gifting?
  • How can you make a gift?

Trusts, Asset Vesting

  • Advantages of Trusts
  • How an Irrevocable Trust Protects Assets
  • How an Offshore (Foreign) Trust Protects Assets

Beneficiary Designations

  • What is it?
  • How can it be used?
  • Retirement plans
  • Life Insurance
  • Strengths, Tradeoffs, Tax Considerations
 

Charitable Giving

Family Giving Statement

  • To learn more contact us

Charitable Trusts

  • What is a charitable trust?
  • What are the different types of charitable trusts?

Donor Advised Funds

  • What is a donor-advised fund?
  • How does a donor-advised fund work?
  • Donor-advised funds vs. private foundations

Tax-Advantaged Gifts

  • Making Nongift Gifts (or Gifts Not Subject to Tax)
  • To learn more contact us
 

Living Legacy

Family Mission Statement

  • To learn more contact us

Ethical Will

  • What is a will?
  • What are the requirements?
  • What does your will do?
  • What types of wills are there?

Personal History

  • Key Estate Planning Documents You Need
  • To learn more contact us

*Estate planning can involve a complex web of tax rules and regulations. Estate Planning services are offered through qualified estate planning attorneys. Representative is not an attorney, does not draft estate planning documents, and may only serve to coordinate an overall estate plan. NPC does not render legal advice. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck