We work with families to optimize their future financial impact and leave a lasting legacy for preferred causes and multiple generations of loved ones.

Asset and Estate Mapping

To begin, we’ll conduct a comprehensive assessment of your assets, including real estate, investments, retirement funds, and personal belongings. We’ll identify ownership structures and beneficiaries, and discuss tax implications, potential risks, and strategies for succession to optimize your overall financial plan.

This process allows us to provide a comprehensive view of your current and future financial circumstances, ensuring your assets are managed, safeguarded, and distributed according to your wishes.

Estate Transfer Strategies

When it’s time to pass along an inheritance, we’ll ensure your assets go to the right place – minimizing taxes and hassles for your loved ones. We work with you to explore options like wills, trusts, and other legal tools that suit your needs and preferences.

Solutions could include:

• Grantor Retained Annuity Trust (GRAT)
• Spousal Lifetime Access Trusts (SLAT)

Estate Liquidity Modeling

Our advisors assist clients in ensuring they have sufficient cash or liquid assets available to cover estate taxes, debts, and other fiscal obligations upon the death of an individual. By projecting the liquidity needs of the estate, like potential expenses and tax liabilities, we can help clients determine whether their current resources are sufficient to meet these obligations or if additional planning is necessary.

Lifetime Gifting Strategies

Together, we’ll explore ways to share your wealth with loved ones or support causes close to your heart through strategic gifting. Whether it’s leaving an inheritance for family or donating to charitable organizations, we’ll tailor a plan that aligns with your goals and priorities.

By giving thoughtfully and intentionally, you can create a legacy that not only benefits others but also brings you fulfillment and joy.

Solutions could include:

• Charitable Remainder Trust
• Charitable Lead Trust

Estate Planning / Trustee Referrals

When you’re ready to plan for the future, we’ll work with your estate attorney, CPA, and trustee to align your financial strategy with your estate and gift planning objectives. If you don’t have an estate attorney or a CPA and wish to engage with one, we have trusted partnerships throughout the U.S. We can facilitate this connection and maintain ongoing collaboration with them on your behalf.