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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. 

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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