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Estate Planning

Your estate is an important component of your legacy.  Proper estate planning can greatly magnify this legacy by minimizing taxes and unnecessary probate expenses.  As we get to know your plans and wishes, we’ll bring ideas to the table that further advance your goals.  In coordination with your estate planning attorney, we’ll help craft a strategy that maximizes your wishes.

Through the use of trusts, complex wealth transfer strategies, family businesses, and strategic gifting plans to charity or individuals, we will create a unique plan for you that accomplishes your wishes in a tax efficient manner.  Where appropriate, we’ll recommend insurance to help offset taxes or provide protection for your loved ones. 

Once the legal documents are prepared, we’ll align your assets with these wishes to ensure proper transfer.  We’ll also align your investment strategy with your estate strategy to properly allocate risk in line with your goals.  All of these facets of estate planning and investment management come together in your comprehensive financial plan where you can see the long-term impact of each decision.

Some questions you should consider:

  • How will you look back on your life when you get to the end?
  • What would you like your impact and legacy to look like?
  • How can you begin creating this vision today?
  • Who are the most important people or organizations in that legacy?
  • Who or what do I need to protect should something happen to me?
  • How do charities fit into my estate plan?
  • What are estate taxes, and how do estate taxes impact me?
  • When is the ideal time to transfer or gift assets?
  • What is the best way to structure my assets?
  • How do my estate decisions impact taxes for me or others?
  • Who is helping me manage the complexities of my estate?


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