Charitable Trusts

Our Core Values

Committed to excelling in all areas of estate planning
  • Service
    A strong commitment to positively impacting ourselves, our clients, & our community.
  • Collaboration
    Acknowledging & contributing to the advancement of the common purpose.
  • Integrity
    Internal motivation & accountability towards honestly achieving the highest standards.
  • Adaptability
    A willingness to be open and flexible to changing circumstances & to new or different ideas and methods.
  • Empathy
    Acting with consideration & compassion to understand & relate to the experiences & perspectives of others.

Client Testimonials

  • "Friendly and very informative from the start. They invited us to a free group seminar which answered all of the general questions therefore allowing us to concentrate on our specific needs when meeting to finalize our estate plan."
    Friendly and very informative from the start. They invited us to a free group seminar which answered all of the general questions therefore allowing us to concentrate on our specific needs when meeting to finalize our estate plan. I highly recommend Skipto
    - Former Client
  • "Gives the help you need in planning the handling of your estate and updating changes when requested."
    Gives the help you need in planning the handling of your estate and updating changes when requested.
    - Janet W.
  • "Does a wonderful job of explaining the process, risks and solutions. We feel more secure about the future because of your services."
    - Lynn S.
  • "Trustworthy, thoughtful communicator, and friendly! Peace of mind-accomplished."
    - Jan S.