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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

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?

When do you need a will? The answer is easy: Right Now.
Learn More
A Brief History of Estate Taxes

A Brief History of Estate Taxes

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

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