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Estate and Charitable Planning

Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future. We have the resources to customize a plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.


CREATE, STRENGTHEN, AND PROTECT YOUR LEGACY

One of the greatest rewards of wealth is being able to share it with others. You’ve taken care of your own needs and wants but it takes prudence and planning to help make sure your loved ones and favorite charities last for generations. Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future.

We have the resources to customize a plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

Who needs an estate plan? The short answer is everyone. But creating a legacy that reflects your whole life –who you are and what you’ve accomplished –doesn’t have to be a morbid task.

It can be life-affirming to preserve your family values and ensure your assets go to those closest to you and in accordance withyour wishes. And perhaps the most vital aspect of estate planning is communicating your wishes with your loved ones and making sure they are thoroughly and accurately documented.

Establishing a trust within your overall estate plan provides the certainty and control over all you’ve worked for and accumulated during your lifetime, regardless of asset level.

Trusts give you the confidence of knowing what will happen to your estate, can potentially exclude probate -a lengthy and expensive process - and can avoid the judicial appointment of a guardian or conservator in the event of incapacity. Some trusts provide for long-term care or education for children or grandchildren, while others can provide for a favorite charity.

We will work with you to ensure your wishes are communicated, in writing and legally binding. Beyond that, we’ll revisit your plan regularly to ensure it is up to date.

Making charitable giving part of your financial and estate plan can allow you to support the charities and causes you love, now and in the future.

Moreover, having the right charitable giving strategy can help further your overall wealth management plan.

There are many ways you can make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while other can provide a continuous income stream.

We will work with you to provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.


Looking After Your Modern Legacy

What you pass on can include digital assets and hard-earned wisdom.

For too many, legacy planning focuses solely on the transfer of money and legal documentation, which generally fall under the estate planning umbrella. While all of that is very important, there should be a ...Read More

Eight Estate Planning Essentials

As more and more baby boomers edge toward retirement, they’ll start thinking about what happens next and how to prepare.

Estate planning is more than just creating a will. Here is a look at eight documents you may need to prepare for yourself and your family... Read More

Preserving Family Wealth

Preparing your heirs for sudden wealth can help prevent unwise spending.

If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering... Read More