Estate Planning

A key step in wise financial stewardship is pre-planning for the distribution of your assets upon your death. Estate planning is an extremely important and often complex decision you need to make during your lifetime. Our estate specialists will help you devise a plan that provides for your beneficiaries and charitable giving goals, while minimizing taxes and other expenses.

Contact Us To Begin

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

  • If we free up our clients to focus on what is most important in their lives, then we have done our job.

    Jeff Chinery

    Managing Director

    Atlanta, GA

  • The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

    Roby Kotcamp

    Sr. Financial Advisor

    Phoenix, AZ

  • One of the really unique things about Ronald Blue & Co. is that it is not all about the profit. It is all about the client.

    Mike Peters

    Managing Partner

    Orange County, CA

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

    Scott Goldsmith

    Financial Advisor

    Indianapolis, IN

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA

  • I love being a financial servant, helping others plan, manage, and give away the money they steward.

    Thomas Talbott

    Financial Advisor

    Baltimore, MD

  • The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.

    Scott Kiesel

    Sr. Financial Advisor

    Indianapolis, IN