The Conversation Starts Here.

Contact us toll free at 1.888.629.0044

Looking Beyond Your Own Needs

Estate Planning

Estate Planning

As with many of our clients, estate planning is likely a critical component of your overall financial planning. You are looking beyond your own needs to consider your legacy to future generations. You want the peace of mind that comes from knowing you’ve done your best for your family, loved ones, and important charities.

Our advisors will help you to structure a comprehensive estate plan that reflects your values and wishes. They will walk with you through every aspect of your estate intentions, giving you the time you need to make sure all your questions are answered. Your tailored plan will support family harmony and peace-of-mind. You will be able to efficiently transfer your wealth, and your beneficiaries will be prepared to receive that which you have entrusted to them. By taking the time now to prepare for the future transition of your estate, you can make a huge difference in the lives of those you love or leave a lasting legacy through charities you support. We help you accomplish this through working with you to document your estate intentions and designing a financial and corporate structure that integrates with your overall estate plan.


The Use of Spousal Testamentary 


How to structure the flow of income to reduce your overall tax bill.


Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

Connect with Us: