AVOID THE “PITFALLS OF PROBATE
Basic Estate Planning, including Living Trusts, Wills, Durable Powers of Attorney, etc. can help your heirs avoid the stress, delays and costs often associated with probate.

ADVANCED ESTATE PLANNING
For people with large estates, the IRS can take as much as 50% in Federal Estate Taxes. The good news is estate taxes are OPTIONAL! But ONLY if you properly plan to avoid them!

ASSET PROTECTION FROM LAWSUITS & CREDITORS
In today’s litigious society, many people are concerned about the risk of lawsuits. Good asset protection can help protect your hard earned assets from frivolous lawsuits. This is especially important for family businesses or professional practices.

ACHIEVING CHARITABLE & MINISTRY PASSIONS THROUGH TAX-WISE GENEROUS GIVING
You may be surprised how much you have to offer to the ministries & charities you value, not only financially, but through the investment of your time and talent as well. Our team can help you do what you love most with the organizations your heart treasures.

BUSINESS SUCCESSION PLANNING
Most small businesses will not survive an intergenerational transfer. If you’ve spent years of your life building a successful business, doesn’t it make sense to be a wise steward in successfully passing on the legacy of that business? Proper planning can help your business survive to the next generation. Stewardship Advisory Group can show you the way.