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Estate Planning

Estate planning is a key element of a successful financial strategy. It ensures you will leave a legacy that provides for your loved ones by properly protecting and distributing your wealth according to your wishes.

To help you with your legacy plan, we partnered with a well-established estate planning law firm, Perkins & Zayed, The Estate & Trust Law Group (www.trust-lawgroup.com).  With over 50 years of combined estate planning experience, they have helped more than 3,000 families across the U.S., and currently hold licenses in 20 states.

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Attorneys Courtney Bonstrom and Jennifer N. Eseed each have extensive training in advanced and highly personalized estate planning techniques that include living trusts, dynasty trusts for asset protection and legacy planning, irrevocable life insurance trusts, and planning for beneficiaries with special needs.

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Courtney Bonstrom is licensed to practice in Illinois, Minnesota, New Jersey and Virginia.

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Jennifer N. Eseed is licensed to practice in Arizona, California, Colorado, Illinois and Washington.

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Contact Us

For Appointment Coordination

& Scheduling, email:

Kelly@ThreeLeafFinancial.com

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Virginia Office

10560 Main Street, Suite 214

Fairfax, Virginia 22030

703-273-2326   Fax: 703-738-7232

Georgia Office

225 Reformation Pkwy, Suite 200, Office 15

Canton, GA 30114

770-285-7949   Fax: 703-738-7232

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Copyright 2025 Three Leaf Financial. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a SEC Registered Investment Advisor. Three Leaf Financial and BCM are independent of each other. This website is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives and investments are not suitable for all persons. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.  Three Leaf Financial is not endorsed by or affiliated with the Social Security Administration or any government agency. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

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