Strengthen Your Legacy

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.

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 ensure a well-coordinated approach, that your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, and that your plans are amended appropriately as new marriages and births occur in your family.

help Protect Your Legacy

There are various instruments that work within your overall estate plan to provide certainty and control over 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.

Using instruments such as these can give you the confidence of knowing that your estate will be handled as you wish 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.

Our team works with you and your other professional advisors to ensure your wishes are communicated in writing and are legally binding. Moving forward, we will revisit your plan regularly to ensure it is up to date.