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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 expertise, 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. 

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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