Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care. Whether you wish to leave gifts to your heirs to provide for them for years to come, or you want to give to a favorite charitable organization, we can help create an estate planning strategy as an integral part of your overall wealth management plan. We will collaborate with your legal counsel and your tax advisors to help ensure that your assets are transferred to your beneficiaries according to your wishes and in the most tax-efficient way possible.

After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.

• Review and design of wills, power of attorney documents and health care directives to help ensure they are updated as your life, needs and wishes change
• Trusts and Trust accounts
• Charitable planning and gifting strategies with gift-tax exclusions and other tax strategies in mind
• Creation of tax-advantaged vehicles, such as a donor-advised fund or private foundation, for the distribution of your wealth to nonprofit charities
• Establishing strategies in estate planning that use life insurance as income replacement for beneficiaries
• Beneficiary accounts
• Transfer on death designation
• Gifting assets

We tend to the details without ever losing sight of the big picture.