Plan to Make a Difference
Plan for the future with a Christian’s Will or Trust and Power-of-Attorney so your loved ones are secure from unnecessary confusion and expenses upon a family member’s disability or death. Whether you are looking to preserve your wealth for the next generation or reduce and eliminate federal estate taxes, an experienced wealth manager will work alongside you and your attorney to establish an estate plan that reflects your financial goals and personal convictions.
Don’t have an attorney? The Life Financial Group works with a nationwide network of Christian attorneys who are experienced in elder law. Working alongside your wealth manager, these attorneys can help you create a Christian’s Will or Trust and Power-of-Attorney documents that outline your estate wishes.