Legacy Planning
Guiding your legacy with care and clarity.
You’ve worked hard to build your wealth. We’re here to help you nurture a legacy that will support the people you love after you’re gone. Estate planning basics, like a last will and advanced directive, are of vital importance, but it’s also beneficial to think about the process more comprehensively.
As part of our integrative planning process, we collaborate with your estate attorney to allocate investments and build a plan designed to support a financial legacy for future generations. Depending on your situation, we can coordinate with your estate attorney to discuss documents including your current will, trust, power of attorney, living will, health care proxy, estate taxes, and current charitable gifting plans. Our strategies are designed to reduce estate taxes and support the efficient transfer of assets to those that matter most to you.
Because legacy building is an evolving process with many moving parts, we will adjust your plan over time. We consider the impact of any applicable tax law changes and make recommendations for addressing them. Your loved ones can benefit from participating in your legacy-building process, and we encourage them to engage at the time that’s best for you. This helps them better understand your desires and the wealth they will inherit.