Estate Planning

Truly comprehensive planning exceeds retirement and the transferring of wealth. At Poindexter Financial Group, we provide custom solutions that establish a financial transition across generations. As an Accredited Estate Planner® (AEP®), James Poindexter crafts strategies that incorporate your family’s most cherished values and build solutions that adhere to them. As the only AEP® in Prescott, AZ, James applies his graduate-level, multi-disciplinary accreditation to help you accumulate, preserve, and transfer your estate according to your objectives.

While delivering the highest level of focus and experience, we are dedicated to promoting a team approach to estate planning and work diligently to coordinate our services with your other professional advisors. When your needs evolve, and circumstances change, our plans will adapt with ease. As your advocate, we will help ensure that your plan prepares your money for your heirs while preparing your heirs for the transfer of your wealth.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Download Our Free Fire Safety Guide

Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free eBook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”