“It’s not what you take but what you leave behind that defines greatness.”
You realize the financial planning process extends beyond you, to other generations and even causes that you care about. We help ensure your assets will be distributed according to your wishes in the most tax-advantageous way, to maximize the support for your family and charitable organizations.
We look at an estate like a living thing. It should not only grow, but be adaptive to changes in your wishes, as well as laws and regulations. We respond to those shifts to make the most of what you’ve built.
There are several options for planned giving, including donor-advised funds and charitable trusts. Each vehicle comes with its own advantages, which we break down for you.
When family members become part of your legacy plan, they may not have much of a background in financial matters. We assist by providing information and help answer any questions they might have so they can understand their role in the process.
Conversations with loved ones about financial matters can present many different dynamics and pose challenges. We help mediate the discussions.