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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. 

<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>Trends in Charitable Giving</p>

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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