A thoughtful estate plan
Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.
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Expertise in setting up a trust helps ensure control of what happens to your estate.
Preservation and Control
Privacy Assured
Blended Families
Special Needs
Charitable Giving
Charitable giving strategies, tailored to you
Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.
Benefits of estate planning
Benefits of estate planning
- Give back to your favorite community organizations and causes
- Pass your business along in an intentional way
- Communicate values for the next generation to follow
For your family
- Provide for loved ones in a thoughtful way
- Name a family member as charitable account successor
- Choose the guardian for a minor child
For your financial affairs
- Reduce your tax exposure through planning
- Provide funding for final expenses
- Reduce fees associated with probate
Related Resources
The art of giving what you can't take with you
5 reasons wealth transfers fail
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