Estate Planning

A gift for you, from CFA!

Download this FREE Legacy Planner and create the “win-win” future only YOU can create!


Through strategic planning and careful thought, the legacy of love and care you leave your family and friends can be inspiring.  Encouraging.  Lasting.  A well-orchestrated estate plan enables you to leave a legacy that will support the people and causes you care about, well into the future.


An estate plan should give you and your family peace of mind, knowing that important and sometimes difficult decisions have been made to care for you and your loved ones


An estate plan provides for your future medical decisions and protections your family.  A good plan may increase your lifetime security and also achieve your goals for family and charity


A well-designed estate plan makes provision for both you and your family. You can transfer property to the right people, in the right way, at the right time, and at minimal cost.

See the Planning in Action

By using these tools and gathering information for your attorney, your estate planning process will be much easier, less expensive and a comfort to your loved ones, while fulfilling your desires for friends and family.

Ready to Start?

This Legacy Planner contains all the info and instructions you need for strategic estate planning that honors your wishes.

“We really like the idea of using a charitable trust so we can sell our business tax free. We also want to set up an inheritance for the children. It’s a blessing to know we can do both.”

Steve, Entrepreneur and Father of Three

Estate Planning Resources

Plans go wrong for lack of advice; many advisors bring success

– Proverbs 15:22