Most heirs aren't prepared for what they'll receive. Learn how to raise financially responsible stewards — not just beneficiaries — through intentional conversations and estate planning.
From 529 plans to gifting trusts, discover the estate planning tools that can help your family save for education — and what to know about financial aid eligibility.
Understand what a living will is, how it differs from a medical power of attorney, and why it’s essential for all West Virginians—regardless of age.
A family meeting isn't just for the ultra-wealthy. Learn how to talk to your loved ones about your estate plan — what to say, who to include, and how to set the right tone.
Address: 700 Washington Street, East Suite 204 Charleston, West Virginia 25301
Phone: (304) 720‐4412
Email: [email protected]
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Monday-Friday: 8:30am – 5pm
Saturday & Sunday: Closed
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