There are various instruments that work within your overall estate plan to bring greater clarity to everything you’ve worked for and accumulated during your lifetime, regardless of asset level. Examples include wills, trusts, insurance policies, and carefully considered durable powers of attorney.
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Using instruments such as these can give you the confidence of knowing that your estate will be handled with care and can potentially exclude probate – a lengthy and expensive process. Well-documented estate plans may also help your family avoid the court’s involvement in appointing a guardian or conservator in the event of incapacity. Thorough documentation can provide for long-term care or education for children or grandchildren while other investment vehicles can provide for a favorite charity.
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Our team can work with you and your legal professionals to help coordinate the financial-planning aspects of your estate plan and communicate your wishes to the professionals responsible for preparing and reviewing legal documents.
Think of it this way: if you don’t plan for your estate, it will inevitably be done for you. Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones. That is why it is important to develop your own estate plan.
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We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. We have access to experts in trusts, insurance, philanthropy and family dynamics.
Our team is also adept at working with other professionals – such as CPAs and attorneys – to help create a well-coordinated approach. We will help arrange for your wishes to be communicated to all involved, your thoughts to be thoroughly and accurately documented, and your plans to be amended appropriately as new marriages and births occur in your family.
Making charitable giving part of your financial and estate plan can help enable 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.
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There are many ways to 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 others can provide a continuous income stream. In any case, our goal is to help ensure consideration of potential tax implications so that your estate or charity of choice receives the most benefit from your gift.
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Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.
Having an estate plan to assist with the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that may not only preserve your assets but also helps you share your wealth with the people and charities you care about most.
"These legal documents should be considered for every estate plan: a will, a revocable living trust, a durable power of attorney for financial affairs, a durable power of attorney for medical decisions, and a living will."
Build a Legacy That Lasts
our wealth can do more than support the life you’ve built—it can create a lasting impact for the people and causes you care about most.
Whether your goal is to strengthen your family’s future, make a meaningful charitable gift, or create an ongoing source of support, we’ll help you explore options aligned with your financial plan and legacy.
Building an enduring plan for a lasting legacy
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.