Estate Planning

Service Description

This typically includes an analysis of your current estate plan as well as your exposure to estate taxes. The review will cover wills, powers of attorney, trusts, and other related documents. Advice typically includes ways for you to avoid or minimize future estate taxes by implementing the appropriate estate planning strategies. We recommend that you consult with a qualified estate attorney when you initiate, update, or complete estate planning activities and we offer our assistance to any attorney you choose to work with. I may, upon your request, provide you with contact information for local attorneys who specialize in estate planning but stress that you are under no obligation to utilize any contact we may provide and reiterate that we do not accept money for referrals. From time-to-time, I will participate in meetings or phone calls between you and your attorney based on your approval or request. Recommended for review annually or following a major life event.

Privacy Policy

PRIVACY NOTICE Our relationships with current and prospective clients are based on integrity and trust. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We do not sell your personal information. Champion Financial Planning, LLC will provide the privacy statement to all clients annually. HOW WE PROTECT YOUR PERSONAL INFORMATION Maintaining your privacy is of the utmost importance to us. We restrict and limit access to client information to only those who need it to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential information. WHY WE COLLECT YOUR INFORMATION · Investment and planning-related services we provide you; and · Federal and State law compliance & regulations WHAT INFORMATION WE COLLECT AND MAINTAIN We may collect the following types of "nonpublic personal information" about you: · Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information. · Information that we generate to service your financial needs. · Information that we may receive from third parties concerning your financial profile. WHAT INFORMATION WE DISCLOSE We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, to provide planning or investment management services to you, we may disclose your personal information to various service providers in limited circumstances. Otherwise, we do not disclose any personal information about you or your account(s) unless one of the following conditions is met: · We receive your prior written consent; or · We have documentation that the requestor is your authorized representative; or · We are required by law to disclose information to the requestor Arrangements with companies not affiliated with Champion Financial Planning LLC will be subject to confidentiality agreements.

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