Cordell Planning Partners

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Most people have only a limited knowledge of the intricacies and importance of estate planning; however, it is crucial that you have a blueprint in place to protect your assets in the event of unforeseen circumstances, such as serious illness or unexpected death.

Cordell Planning Partners Workshops are designed to help you understand the importance of estate planning, including the differences among a Power of Attorney, a living will and a healthcare proxy, how to plan for disabled beneficiaries, how to avoid Probate / minimize estate taxes and more.

Without proper planning your assets are at risk from the government, lawsuits or even your own family. Our workshops educate you on which protections you may need for your unique situation to ensure your assets and loved ones are taken care of in case you are unable to continue making those decisions.