Estate Planning

What it is

Estate planning goes far beyond creating a will or setting up a trust. What you leave behind, to whom and in what forms can be fraught with unhelpful tax implications and nebulous rules. We shine a light on the issues and take the complications out of this complex planning and decision-making process.

Depending on your needs, your estate planning services may include:

  • Intergenerational Wealth Planning
  • Trust and Estate Planning
  • Generational Transfers
  • Education of Family Members

How it works

It takes a team to form a solid estate planning strategy. But before we dive into the details, we focus on your hopes and dreams: What do you want to achieve with your estate? Whom do you want to benefit? We’ll also discuss and explain estate planning concepts with you so you can be a confident player on your estate planning team.

  • Identify and confirm your current estate planning documents, e.g. wills, revocable living trusts, advance directives and powers of attorney
  • Coordinate the professional estate planning team on your behalf
  • Determine the legacy you would like to create
  • Work with your team to create your estate planning strategy
  • Help you understand and name your choices for key roles: Guardians, trustees, beneficiaries, etc.
  • Coordinate benefits
  • Help implement your estate planning strategy
  • Regularly evaluate and update your estate planning strategy as needed