Estate Planning
Plan ahead to preserve your legacy and help transfer wealth thoughtfully and tax-efficiently to future generations
Protect Your Legacy
A thoughtful estate plan is more than a will. It’s a roadmap designed to guide assets to loved ones with care, clarity, and an eye toward tax efficiency. We begin by mapping every account, property, and beneficiary designation. Then we coordinate with your attorney and CPA to shape the right documents: revocable or irrevocable trusts, updated powers of attorney, and clear health-care directives.
Chris Rockey translates legal jargon into plain next steps, runs what-if scenarios on estate taxes, and checks that beneficiary forms match your intent. Annual reviews confirm the plan still fits as laws or family dynamics change. The goal? Confidence in your plan today and clearer guidance for loved ones in the future.
Leave a Legacy, Not a Headache.
Let’s create a plan that reflects your wishes and provides clarity for those you care about.
Experience You Can Count On
Trusted by over 1,000 families across the Midwest, Chris Rockey works closely with legal partners to help ensure your estate strategies stay clear and current. From gifting plans to trust updates, he helps you prepare for long-term impact with confidence and care.