Estate & Legacy Planning

No one likes to think about what will happen after they are gone, but one of the most important and loving things you can do for your family is to create a transparent multigenerational wealth plan, including all of the legal estate planning documents required to carry out your wishes and pass on wealth in the most tax-advantaged manner possible. Alongside your estate attorney, we will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will and/or trusts, providing regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones, such as subjecting them to the costs and delays of probate court. In many cases life insurance can provide a tax-free benefit to your family members in the event of your passing if they are named as beneficiaries. Insurance can also be utilized for more complex legacy plans including trusts which attorneys can create for your estate if needed. We can partner with your estate attorney or bring one of our partners to the table for you.