Legacy and family
Leaving things in good order for the people you love.
Beneficiaries, wills, trusts and powers of attorney only work if they match your plan. I help you keep them in step, together with your attorney.
Questions people bring me
- Are my beneficiaries up to date?
- What happens to my accounts when I die?
- How do I leave something to my church or a cause I care about?
- Who should handle things if I can’t?
How I help
We gather what you have: wills, trusts, beneficiary forms, powers of attorney, and the accounts and policies they touch. Then we check that they say what you want, and that your accounts will pass the way you intend.
Many people want to give, now or later, to family, a congregation or a cause. We build that into the plan. Your attorney drafts or updates the legal documents.
Common questions
Do I need a trust?
Some people do and many don’t. We look at your situation and your goals, and your attorney advises on the legal side.
How often should I check my beneficiaries?
At least every few years, and after any marriage, divorce, death or birth in the family.
Other ways I can help
Retirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreSocial Security timing
When to claim, and how that choice fits with the rest of your income.
Learn moreAnnuities and insurance
What they are, when they fit and when they don’t, and how I’m paid on them.
Learn moreInvestments and risk
A mix that matches how much up and down you can live with.
Learn more
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide