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.

Preserve assets from creditors' interests and maximize tax savings
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Avoid the hassle of probate and keep an estate from public record
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Reduce conflict among surviving family members
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Leave assets to a disabled loved one without endangering needs-based benefits
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Set up a tax-efficient, long-range plan to give now or in the future
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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.

Need inspiration? Get a practical guide to giving

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

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Whatever your priorities are in life, we’re here to offer the guidance you seek.

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