Services
Estate, Trust & Legacy
The transfer of your wealth after you are gone shouldn’t be a burden while you are here. We take the time to fully understand your intentions and outline your objectives before developing a wealth transfer strategy that meets those wishes while also addressing the Federal and state estate and gift taxes that may come with it.
Legacy Planning
Ensure that your wealth is passed on to whom you want, when you want, and how you want as specified by your estate and business succession plans. Our wealth strategies department specializes in crafting tailored strategies to help preserve and grow your wealth across generations, while safeguarding your assets for the future.
Wealth Strategy & Liquidity Planning
We help you examine strategies to mitigate the 40% federal estate tax and state estate taxes, preserving more wealth for future generations. Additionally, we guide you through liquidity events to reduce tax burdens and maximize wealth for you and your heirs.
Charitable / Philanthropic Planning
Our process seamlessly integrates your charitable giving goals with strategies to minimize tax liabilities and build a meaningful legacy. We guide clients through a range of planned giving options, from straightforward approaches like qualified charitable distributions and donor-advised funds to more sophisticated solutions such as charitable remainder trusts and private foundations.
Estate Plan Review
We collaborate with our clients to review their estate plans, providing clarity on their current position and identifying opportunities for improvement. Together, we brainstorm strategies to enhance their plans, considering their unique circumstances and the evolving planning environment. Additionally, we work alongside their attorneys to ensure seamless implementation of plans and any necessary changes.
Business Succession Plan Review
We review business succession plans to ensure they align with current needs and the evolving landscape. We help identify improvements and ensure buy-sell or shareholder restriction agreements are designed effectively, working alongside attorneys to implement necessary changes.
Coordination of Planning Vehicles
We help you coordinate all aspects of your estate and business planning, including ownership structures and beneficiary designations, to ensure every component works seamlessly together and aligns with your goals.