You’ve worked hard to build an estate and you probably have some idea of what you want it to do for you. From goals for retirement to establishing a legacy, you may have taken steps to put your affairs in order. We find that many clients have some elements of an estate plan in place: often a mix of investments, a will, a trust and maybe some insurance products. You may also have advisors who help you with these pieces.
Our approach is cross-disciplinary. We have professionals in a variety of specialties who come together to develop a program that meets your needs. By leveraging tax-advantaged methods, legal structures and having honest conversations about how you want to spend your later years, we can help you.
After discussing your goals, we will analyze the existing pieces of your plan to identify gaps, contradictory instructions and issues that could inadvertently trigger probate action and tax exposure.
A well-designed plan can alleviate anxiety and fortify wealth while you are alive by using asset preservation strategies within your estate.
Our team can help you:
Our approach to estate planning is what sets us apart. By carefully and thoughtfully listening to the goals you establish for your life, your family and your business, we identify the best solutions to help you get there. Many people have complex lives with wealth to protect, generations of children and grandchildren and blended families. Our advisors are empathetic, good listeners and have an ability to make the estate-planning process more comfortable.