Uniquely Equipped to Serve Your Estate Planning Needs
Only God knows your future, but smart financial planning can make it a little less “uncertain”. Creating an Estate Plan is an important step in the process, and it’s one of the best ways to provide basic protection for you and your family. Your Plan can make sure that the things you own are given to individuals (family, friends), and organizations (churches, other charities) who will use them in ways that are consistent with your faith, goals, and priorities.
Our experienced staff can help you draft a will, prepare important legal documents, and assist with planned giving and trusts. A smart, well-crafted Estate Plan will give you and your family peace of mind – and it can leave a valuable legacy for future generations through:
Donor Advised Funds