Estate Planning

Estate Planning

Your accumulated assets represent more than simply a source of income and safety for your personal wealth. They also can provide for your family and loved ones when you are no longer here. Stewardship Financial Advisors believe that at the core of financial planning is the creation of an estate plan that articulates your wishes, protects your family, minimizes taxes, and preserves your legacy for generations. Our unique estate planning competency provides us a comprehensive perspective when carrying out the following:

  • Estate and legacy planning
  • Estate and trust administration
  • Family business consulting and transfer planning
  • Special needs planning
  • Philanthropic planning
  • Tax-reducing trust strategies

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