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Legacy Planning

Legacy planning typically has a deeper goal than estate planning, which focuses on allowing more of the estate to be passed down to heirs by avoiding the costs of probate and minimizing estate taxes.  For clients who are interested in leaving more than financial gifts to heirs, we offer our expertise, advise and support. We start by discussing the type of legacy or legacies they want to leave, then help clients implement their vision from a financial perspective to ensure their wishes are carried out. If our client is already working with an attorney, we can work with the legal team to articulate the client’s vision.

  • Tax Reduction
  • Wealth Transfer
  • Charitable giving
  • Trust Services
  • Irrevocable Life Insurance Trusts

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