What Will Your Legacy Say About You?
Estate planning is about more than distributing assets. It’s about passing on your values, protecting the people you care about, and ensuring your intentions are carried out with clarity and care.
Start With What Matters Most
Before we talk about taxes, trusts, or documents, we ask a different set of questions:
- What values do you want your wealth to support?
- How much is “enough” to accomplish your vision?
- Who should receive specific assets — and why?
- How do you want that transfer to happen?
These conversations shape the estate plan that fits you. We believe the most effective plans begin with what’s in your heart — not just what’s in your accounts.
Minimize the Burden. Maximize the Impact.
Once your legacy goals are clear, we address the technical side: how to pass wealth on efficiently, protect it from unnecessary taxes, and make sure your documents reflect your true intentions. We do all of this in close collaboration with you and your other advisors.
Depending on your needs, your plan may include:
Forecasting and reducing estate and gift taxes at the state and federal levels
Strategies for tax-efficient charitable or family gifting
Life insurance as a tool to preserve wealth or provide liquidity for heirs