Planning That Respects Every Life Path

Our Mission

The Yew Tree Foundation is a nonprofit that offers tools, education, and support to help individuals and communities often overlooked by traditional financial services companies make confident, values-based legacy decisions—without needing to be wealthy or well-connected.

Who We Serve

We work with people who are often left out of the planning conversation:

Solo Planners & Caregivers

Plans for care, dignity, and voice when it matters most.

Faith-Based Communities

Legacy and giving conversations built on values.

Non-Traditional Families

Legal and financial strategies that honor your real life.

LGBTQ+ Community

Inclusive planning with compassion and clarity.

Educators & Public Servants

Support for those who’ve spent their lives helping others.

Anyone Seeking Meaning

We help turn your values into a legacy.

What We Offer

Deeper Insight Starts With Education and Resources

  • Free Planning Guides
  • Community Workshops
  • One-on-One Support
  • Resources for Churches and Nonprofits

Featured Articles

LGBTQ+ & Chosen Families
Steven Newman
The Power of Naming Names: Why It Matters Who You Designate

When crisis hits, who you name matters more than you think. Legal documents like a Healthcare Power of Attorney and Durable Power of Attorney are essential, but choosing the right person is crucial. They voice your wishes when you can’t advocate for yourself. Whether you’re part of the LGBTQ+ community, estranged from family, or rely on chosen family, naming the right people is vital. Learn how to ensure your loved ones are integral to your plan.

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Long Term Care
Steven Newman
Planning Isn’t About Products—It’s About Peace of Mind

Most people believe financial planning is about choosing the right product. However, true planning begins with understanding someone’s hopes, fears, and the life they want to protect. It asks: What do you want your life to feel like? Who are you responsible for? At Yew Tree Foundation, we prioritize life over products. Discover how planning can bring you peace of mind and protect what you cherish.

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Want to Talk it Through With Someone Who Understands?

Many people feel overwhelmed by the idea of planning–especially if you are doing it alone or unsure where to start. We offer free, confidential conversations to help you explore your next steps–without pressure, and without judgement.