Planning for what takes a lifetime to build
Understanding how to preserve wealth from one generation to the next can be difficult and time-consuming. Our team can work with you to develop an estate plan to share your financial success is shared with your family, friends and any charitable organizations that are meaningful to you.
We’ve helped individuals and business owners develop wealth-transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.
- Legacy planning often includes non-financial considerations that need to be documented or communicated to loved ones.
- Philanthropic and charitable giving strategies can provide tax benefits for you and your heirs.
- Trusts can help protect assets and ensure that your wishes are implemented well into the future.
We can work closely with your tax and legal advisors to help ensure that your financial strategy reflects your estate planning needs. We can also help you determine the right vehicle for accomplishing your long-term estate planning goals.