Estate planning is the key to making sure your wishes are honored and your loved ones are cared for even after you’re gone. When it comes to establishing a thoughtful legacy plan, we help you consider both the tangible aspects of your legacy (your estate, accounts, and properties), as well as those that are less quantifiable—the people, values, and story you leave behind. Whether you’re just beginning to organize your estate or refining an existing (and likely outdated) plan, our role is to guide you through the process with clarity and confidence.
We’re happy to coordinate with your attorneys and other trusted professionals to make sure your estate strategy is comprehensive enough to address all aspects of your wealth. We’ll also find opportunities to address potential wealth transfer challenges your loved ones could face in the future, including hefty estate taxes and other unnecessary complications.
Together, We’ll Focus On
Ensuring your wishes are clearly documented and legally supported
Identifying which estate planning tools (including trusts, wills, and other estate documents) will best enable us to execute your final wishes
Finding proactive opportunities to transfer wealth strategically, enabling us to reduce estate and inheritance taxes where possible
Considering whether charitable giving is a priority and how it can be incorporated into your greater legacy plan
Building out the necessary end-of-life documents in the event you become incapacitated or otherwise unable to speak on your own behalf
Organizing your accounts, properties, and personal assets for a smooth transfer of wealth
Reviewing and updating your plan regularly to reflect changes in laws, family, or circumstances
Confirming your full legacy reflects the story and values you want to leave behind
Frequently Asked Questions
Contrary to popular belief, estate planning isn’t just for the ultra-wealthy. Rather, a thoughtful estate plan helps make sure your wishes are honored, your loved ones are cared for, and your assets are transferred in a smooth and tax-efficient manner. An estate plan is also used in the event you become incapacitated and unable to communicate for yourself.
We recommend reviewing your estate plan every few years. You should also revisit your estate plan and beneficiary designations whenever a major life change occurs. This could include a marriage, divorce, the birth of a child, death in the family, or if you experience a significant change in your assets (receiving an inheritance, for example).
Yes. We regularly coordinate with estate attorneys and other professionals to ensure your financial and legal strategies are aligned, comprehensive, and reflect your intentions.
Yes, we’re happy to recommend an estate attorney to assist with drafting and filing the legal documents required to complete or update your estate plan.
Intentional and proactive estate planning can be used to help minimize the size of your estate. The federal estate tax exemption limit is currently $13.99 million per person, though it’s adjusted for inflation each year. We can discuss tax-effective wealth transfer strategies including certain trusts, charitable giving, and gifting.