Estate Planning

Estate planning is more than completing a living will and filing documents with your attorney. It’s ensuring that the legacy you’ve created helps the people and organizations closest to you reach their dreams even after you’re gone.

A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. And we have the expertise to make sure your estate plan is working in sync with your larger wealth management plans by helping you:

Give directly to people and causes that mean the most to you
Designate someone to make decisions on your behalf in the event you can’t do so yourself

Maximize your gifts’ benefit and tax efficiency
Establish trusts without sacrificing flexibility if your circumstances change

Set up charitable and family foundations
Ensure that as your life changes, your estate plan stays up-to-date
We can help make sure your estate plan matches your wishes and ensures your legacy.

Additional Resources

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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