Resources
Guidance on wills, trusts, beneficiary designations, and the estate planning decisions that protect your family and preserve your legacy.
Protecting Your Family and Your Legacy
Estate planning is one of the most important — and most frequently postponed — financial planning tasks. Without a proper estate plan, your assets may not go where you intend, your family may face unnecessary legal costs and delays, and your wishes may not be honored.
While we work alongside your estate planning attorney rather than replacing them, we play an important role in the estate planning process — ensuring your financial accounts, insurance policies, and beneficiary designations are aligned with your overall estate plan.
Our estate planning resources are designed to help you understand the key concepts and decisions involved — so you can have more productive conversations with your attorney and advisor.
"Knowledge is the foundation of every good financial decision. We're here to help you build it."
— Todd Anderson, Founder
Schedule an AppointmentFeatured Content
The four documents every adult should have — will, durable power of attorney, healthcare directive, and HIPAA authorization — and why each one matters.
Ask Us About ThisWhy beneficiary designations on retirement accounts and life insurance policies are often more important than your will — and how to keep them current.
Ask Us About ThisA plain-English explanation of revocable living trusts — what they do, what they don't do, and the situations where they add the most value.
Ask Us About ThisThe current federal estate tax landscape, Arizona's estate tax rules, and planning strategies for families with larger estates.
Ask Us About ThisCharitable giving strategies — including donor-advised funds, charitable remainder trusts, and qualified charitable distributions — that can reduce taxes while supporting causes you care about.
Ask Us About ThisPractical guidance on having the estate planning conversation with your family — what to share, when to share it, and how to avoid common conflicts.
Ask Us About This"Estate planning isn't about death — it's about making sure the people and causes you care about are protected and provided for, no matter what happens."
— Todd Anderson, Founder & Principal Advisor
Get Personalized Guidance
We work alongside your estate planning attorney to ensure your financial accounts and insurance policies are aligned with your overall estate plan. Schedule a free consultation to get started.