Many people spend decades accumulating money and hardly any time creating a thoughtful plan that aligns with their desires.
We can work with your existing estate attorney to integrate your financial plan with your estate plan. If you don’t have an attorney, we have a large network of trusted attorneys.
We can help you explore opportunities to set up charitable trusts, foundations, or donor advised funds can that take your money further and create a more lasting impact.
Your estate can have tax implications on your heirs. Together, we can explore tax mitigation strategies that support your heirs as they manage your estate and your legacy.
We are happy to talk with your heirs and loved ones and include them in estate planning conversations. By building this relationship, we can help your wishes be fulfilled and your loved ones be prepared.
Your estate plan is a reflection of what you value most. Estate planning can feel intimidating, but our team works with your legal advisors to provide you clarity and support. We have guided many individuals and families through this complicated journey.
Our fees are based on the specific services you need and the complexity of your financial situation. Schedule a complimentary consultation to learn more about our fee structure.
Our team is unable to prepare a will or trust for you, or provide legal advice. However, if you currently work with an attorney, we can collaborate with them on your estate plan and integrate our strategy with the will or trust they help you create.
