Estate Wealth Management
Working closely with multi-generational families, we specialize in developing comprehensive estate and legacy plans. Our planning is aimed at minimizing tax liabilities and protecting assets, thereby ensuring a lasting legacy for future generations or supporting your philanthropic vision. Discover more about our Estate Wealth Management services.
Your Life Legacy
Understanding the hard work you’ve put into securing your family’s future, and recognizing the challenges they may face, we provide unwavering support to ensure your legacy is transferred in alignment with your wishes. Our role is to develop an estate and legacy plan focused on reducing tax burdens and preserving assets.
1
Establishing a Trust
A properly established Trust can provide benefits such as tax efficiency, avoiding probate and protection of your Estate.
2
Leave Nothing Unsaid
Estate and legacy planning is more nuanced than simply writing a list of account numbers. Communicate your wishes in a thoughtful and meaningful way.
3
Wealth Transition
Don’t wait to build a relationship between your heirs and your financial advisor, make introductions sooner rather than later and encourage open communication.
4
Donor Advised Funds
You’ll find that donor advised funds can enable you to optimize your tax planning while simultaneously streamlining and fulfilling your philanthropic goals. We create this in house.
Estate & Legacy Blogs
