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Estate Planning Services to Secure Your Legacy

Thoughtfully structured trusts and estate plans to protect what matters most—your family, your assets, and your future.

Start Your Legacy Plan

Our Estate Planning Services

  • Tax paperwork

    Will & Trust Creation

  • Money growing

    Revocable & Irrevocable Trusts

  • Health papers

    Power of Attorney & Healthcare Directives

  • Phone

    Wealth Transfer & Legacy Planning

  • Laptop

    Charitable Giving Strategies

  • Notepad

    Family Business Succession

Who We Serve

  • Young Families – Set guardianship, provide for dependents

  • High-Net-Worth Professionals – Minimize taxes, protect large estates

  • Business Owners – Succession and asset continuity

  • Retirees / Pre-Retirees – Estate optimization for heirs

  • Blended Families – Avoid disputes and ensure fairness

  • Charitable Donors – Establish trusts and foundations

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How our Process Works

  1. Discovery Consultation

  2. Personal & Financial Review

  3. Plan Drafting (Will, Trusts, POA, etc.)

  4. Legal Execution

  5. Periodic Reviews & Updates

Schedule a Call
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Why Choose One Advisory Partners

  1. Integrated with Financial & Tax Planning

  2. Collaborative Approach with Legal Experts

  3. Experienced Team of CFP®s, JDs & CPAs

  4. Personalized, Long-Term Planning

  5. Transparent, Fiduciary Advice

  6. Ongoing Updates as Life Evolves

Client Testimonials / Success Stories

  • Black background with a blue thumbs-up icon surrounded by six blue stars above the word 'Review'.

    “I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”

    Relationship to Financial Advisor: Client as of Apr 2, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."

    Relationship to Financial Advisor:Client as of Jun 1, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Black and white illustration of a person punching a punching bag, with a thumb-up and stars above their head.

    “Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”

    Relationship to Financial Advisor: Client as of Apr 10, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interes

Meet Your Tax Advisors

Featured
Ron Sanders
Ron Sanders

Co‑Founder & Managing Partner

Dan Miller CFP®
Dan Miller CFP®

Wealth Advisor

Christel Turkiewicz, CRPC®, CDFA®
Christel Turkiewicz, CRPC®, CDFA®

Wealth Advisor

View More Advisors

At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.

Our Philosophy

Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.

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FAQs

  • Yes. A will is just one part of a complete estate plan. An estate plan also includes trusts, powers of attorney, healthcare directives, and strategies for tax efficiency, wealth transfer, and protecting your legacy.

  • A will outlines how assets are distributed after death, but it often goes through probate. A trust allows assets to be transferred directly to beneficiaries, avoiding probate and offering more privacy and control.

  • Estate planning isn't just for the wealthy. It’s essential for anyone who wants to protect their family, avoid legal delays, reduce taxes, and ensure their wishes are clearly documented.

  •  A revocable trust can be modified during your lifetime, giving you flexibility. An irrevocable trust, once established, cannot be changed easily—but it offers stronger protection from taxes and creditors.

  • Yes. We specialize in helping blended families create fair, conflict-free estate plans that reflect their unique dynamics and minimize the risk of disputes among heirs.

  • We can collaborate with your existing attorney or work with our network of trusted estate attorneys to ensure your plan is properly drafted, legally sound, and aligned with your financial goals.

  • Your estate plan should be reviewed after major life events—such as marriage, divorce, a new child, a business change, or significant asset growth—or at least every few years to keep it current.

  • Yes. Strategic estate planning can reduce estate taxes, capital gains taxes, and income tax burdens for your beneficiaries through trusts, charitable giving, and tax-efficient asset distribution.

  • Absolutely. We can help you integrate charitable giving into your estate plan using strategies like donor-advised funds, charitable trusts, and foundations to create a lasting legacy.

  • Common estate planning documents include a will, living trust, financial power of attorney, healthcare directive, beneficiary designations, and, when needed, business succession or charitable giving instruments.

Ready to plan for the future? Let’s talk.

Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.

Schedule a Free Consultation