Our services are available only through our relationships with our Partner Charities. We offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and Will reflects your life, faith and values. These services are free, confidential, no one will sell you anything and there is never any obligation.
If our Will is the last statement we will make, it is important that it be a meaningful one.
Many people are not aware of the benefits of good planning, the variety of options available, and the potential tax implications of certain decisions. Working with the estate specialists at Advisors with Purpose will answer questions about your estate and craft a plan of real significance and real impact.
Why is creating an Estate Plan important?
See examples of an estate plan.