Estate Planning

Few things in life are guaranteed; death and taxes are two of them. Through a comprehensive estate plan, you can minimize the impact of taxes, so you can maximize your blessing to the people and causes that are important to you after you pass.

Plan Your Legacy Now for Maximum Impact

At Stewardship Advisors, we actively encourage every client to plan for their estate. No matter if you are young and newly married or just entering your retirement years, the unexpected can always happen. By creating your estate plan now, you can have a say in where your resources go for maximum impact.

We can work with you and any outside parties – lawyers, accountants, business partners, or power of attorney – to facilitate your planning of wills, POA, estate, and taxes.
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Services Include:

  • Assist you in working with a lawyer to make sure the necessary documents are in place to ensure your wishes and desires are carried out, including:
    • Wills
    • Durable & medical powers of attorney
    • Trusts
    • Assign beneficiaries
  • Complete necessary medical forms for communicating wishes

Are we a good fit for you? Let’s find out together.

We know that successful advisor/client relationships are based on trust, accountability, and shared vision. Those things can be hard to completely measure by reading words on a screen, but we can get a better feel for each other during an initial phone call. During this 15-minute call, we will ask some questions about your current financial situation, your initial goals, and answer any questions you have.

Contact us to schedule your 15-minute call today.