Empowering Legacies, Securing Futures
Your trusted partner for estate planning, financial security, and peace of mind.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
– Warren Buffett
Understanding Estate Planning
What is Estate Planning?
Estate planning is the process of organizing your financial and personal affairs to ensure your wishes are honored during your lifetime and after. It includes creating documents like wills, trusts, and powers of attorney to protect your assets, care for your loved ones, and make healthcare or financial decisions in case of incapacity. A well-crafted estate plan provides clarity, avoids unnecessary legal hurdles, and ensures your legacy is passed on seamlessly.
About SilverStone
Our Mission
SilverStone Estate Planning bridges the gap between individuals, families, businesses, and professional services. We partner with financial institutions, associations, and employers to offer estate and financial planning as part of a complete financial wellness package. Our mission is to empower you with the tools and guidance you need to preserve your wealth, safeguard your business, and ensure a smooth transition to the next generation—all while providing peace of mind.
Why Planning Matters
Estate and financial planning isn’t just for the wealthy—it’s for everyone. Having a comprehensive plan in place ensures that your financial, healthcare, and legacy goals are respected and carried out effectively. Whether you’re preparing for retirement, protecting your family’s future, or streamlining your business operations, planning ahead saves time, reduces stress, and avoids unnecessary delays or expenses.
What We Offer
For Families & Individuals: Wills, trusts, asset protection, incapacity planning, and more.
For Businesses: Entity formation, compliance support, partnership structures, and tax-efficient strategies.
For Institutions: Tailored services for credit unions, banks, real estate firms, and associations to enhance their offerings.
