Estate and Legacy Planning
Your legacy is unique.
We partner with you to create a plan that reflects your wishes and supports the people and cause you care most about.
Plan Today. Leave a Legacy that Lasts.
We’ll help you organize your estate, charitable and tax strategies into a cohesive plan that reflects your priorities and protects what you’ve built for future generations.
Estate and Legacy Services Tailored to Your Needs
Tax-Efficient Estate Planning
We evaluate the potential impact of estate and federal taxes and help you create strategies to minimize the burden on your heirs while aligning with your long-term goals.
Trusts & Asset Alignment
We guide you through reviewing potential trust structures, setting up and funding trusts, and re-titling assets, so your estate plan is carried out smoothly and as intended.
Document & Account Coordination
We review your critical documents—including wills, powers of attorney, and prenuptial agreements—and coordinate them with your financial plan to ensure consistency and clarity.
Beneficiary Planning
We review your bequest plans, trust language, and account registrations to ensure your beneficiaries are properly protected—including tailored strategies for heirs with disabilities or other special circumstances.
Gifting Strategies & Charitable Giving
From gifts to family members to charitable contributions, we help you design a gifting strategy that reflects your values, supports the people and causes you care about, and maximizes available tax benefits.
Support for Surviving Spouses
We walk with surviving spouses through financial and estate considerations, providing support during a difficult time while ensuring the estate plan is carried out as intended.
Explore More Insights on Estate & Legacy Planning
Ready to Start Planning Your Legacy?
Let’s talk about how we can help protect what matters most to you.
