Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life.  Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of an estate plan is determined by the specific goals of the client and may be as simple or complex as the client's needs dictate.

When planning an estate, usually all other types of planning are taken into consideration, such as:

  • Retirement Planning
  • Investment Planning
  • Business Planning
  • Income Planning
  • Charitable Planning
  • Social Security Planning
  • Will & Trust Planning

Because of the coordination required with the above areas, this type of planning becomes very time and labor intensive and may involve multiple family generations.  We are very blessed in our firm to have as the director of our planning department, one of the best minds in this area, when it comes to estate planning.  Typically, other advisors are incorporated into this process, such as the client’s attorney and CPA.  We enjoy working with other professionals to complete this process.  Don and Levi are not attorneys, but we can also provide referrals, if the client needs an attorney or other professionals.

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