While we are not attorneys and don’t provide legal advice, we can assist in proper estate and legacy planning. We help make sure your assets are passed on to who you want, when you want, the way you want, and prepare for potential tax liabilities. We can also help direct your wealth to causes and organizations that align with your values and coordinate your charitable giving in a tax-advantaged way.
- Strategies to pass your values and wealth through multiple generations
- Coordinating your personal philanthropy with your overall financial plan
- Analysis of current estate plan and potential tax liabilities
- Review of beneficiary designations and asset titling
- Access to an estate planning attorney
- Guidance and support in the event of a loved one’s passing