CONSIDER YOUR LEGACY

Building the right legacy starts with smart and well laid out estate planning. We align your values with the legacy you wish to leave behind and make sure that your financial plan and estate plan work together to achieve it.

CARRYING OUT YOUR WISHES

The most critical part of any estate plan is making sure that it actually accomplishes what you want it to. Then, it’s about avoiding unnecessary complications, protecting your assets, and avoiding probate. 

We offer a complimentary estate document review to ensure that your documents are up to date with the latest tax law, and are in line with your desires. 

ESTATE TAX PLANNING

The transfer of your wealth is complex, and faces constantly changing estate tax laws.  We specialize in working with multi-generational families to ensure a successful transfer to future generations.  

We employ tax-efficient gifting plans, trusts, charitable giving, and countless other strategies to help meet your planning goals, simplify administration, and minimize taxes. 

**Insurance Products are offered through Copperwood Insurance Services, Inc., an affiliated entity under common ownership with Copperwood Financial, Inc.**

VIEW EXAMPLES OF OUR WORK

• Minimize Costs and Estate Taxes
  Our clients accumulated a significant amount of assets. And had no estate plan in place. Find out how we were strategically drafted their estate plan to avoid costly probate, simplify the estate, and plan for upcoming estate taxes without having to liquidate family assets.
• Maintaining the Family Farm
  We worked with a third-generation farming couple who was looking to retire and transition the farming operations to one of their three children. They wanted to make sure their son would be able to takeover the farm. And equalize their estate to their other two children. See how we developed a solution to equally distribute the estate among the three children. Avoid estate taxes, and allow them to retire.