Estate and Legacy Planning
Your estate and legacy extends far beyond the assets you leave behind. We help you plan for optimal impact and peace of mind.
Efficient and effective
We work to minimize transfer taxes while accomplishing your objectives.
Balance objectives
We discuss your transfer goals in terms of balancing cost, control and complexity.
Communicate
We believe plans are best executed when others know your wishes.
Prepare heirs
Focusing on transferring values to help prepare heirs to receive wealth.
Clear perspective
Whether intentionally or not, you will leave a legacy. We work with you to ensure your legacy is purposeful. We coordinate your estate-planning process and educate you on specific strategies designed to avoid unnecessary taxes and prepare your heirs for the inheritance they will receive.
Leave a legacy beyond wealth
Real wealth is about so much more than money. We encourage holistic discussions about the legacy you want to leave.
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Convey values
We help you explore ways to pass on your core values to the people and organizations you love and support.
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Impact causes
As part of your estate plan, you can benefit causes that are important to you. We work with you to do this in an efficient and effective way.
Estate-planning process:
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Understand your desires
Through our discovery process and ongoing relationship with you, we help you clarify how you want your assets to be used after your life.
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Present recommended options
Based on our experience and research, we recommend estate-planning strategies that will give you the best chance to accomplish your desires. From a simple will and trust to more complex strategies that minimize taxes and increase your control, we recommend what we feel is best for your situation.
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Oversee implementation and maintenance of your estate plan
We do not draft estate-planning documents, but we do oversee and review the entire estate-planning process. We coordinate with your estate-planning attorney on the implementation of your plan and monitor the ongoing maintenance as changes become necessary.
Get started
Let us help you prepare your heirs to inherit your values as well as your money.