What We Do
Purposeful Planning is a unique approach in the estate planning world designed to maximize the positive impact an inheritance has in the lives of loved ones. This holistic approach is not concerned about just getting your money to your children (that is often not the problem), but helping that inheritance enrich their lives and impact them for good.
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Join Brandon Rains and a group of like-minded clients and their successor trustees as Brandon reviews some of the responsibilities and duties of successor trustees. Being a trustee (and learning how to do it on the job) has to one of the hardest jobs out there, yet so many have to do exactly that. These […]Find out more »