Our first conversation is about your company, the timing you have in mind and what you want for your family. Once we have listened, we recommend the services that fit your plans.
Estate, Legacy, and Giving
We help you decide where your wealth goes next and what it should accomplish.
Our estate and legacy planning services cover your estate plan and the taxes that come with it, along with what the next generation inherits. We also plan your charitable giving in advance for the causes your family supports, and connect it to your tax and legacy goals. We work alongside your attorney and CPA. These plans can be updated as your family and priorities change.
The Services in Estate, Legacy, and Giving
These services cover your estate, your family's legacy and your giving, so look for the one that fits you.
- Estate Analysis We review the estate plan you already have, checking how its documents work together and where they have fallen out of date.
- Estate & Tax Planning We plan your estate and taxes together, working with your attorney and CPA, and your attorney drafts the documents from financial details we supply.
- Legacy Planning for Generational Wealth As your family grows, we plan how it will make decisions once the first generation steps back, with education and mentoring for younger family members.
- Legacy Gift Planning We help you arrange gifts now for a charity to receive later, often after your lifetime, through your will, a trust or a beneficiary designation.
- Planning for Wealth Transfer Over many years, we plan each step of passing your assets to the next generation through gifts and trusts.
- Legacy Planning: The Purpose Behind Your Wealth We start with why your wealth exists and what it is for, then keep your financial plan and estate strategy tied to your family's values.
- Annual Foundation Reporting We help with your private foundation's ongoing administration and annual reporting, and recommend talking with a foundation-focused tax advisor before you make decisions about it.
- Charitable Giving Within your overall financial plan, we help you weigh each approach to give, including gifts of stock or property that has grown in value.
- Philanthropic Planning We help you choose between the simplicity of a donor-advised fund and the greater control of a private foundation, or both.
- Impact Due Diligence Before you give, we get to know the charity: its finances, its leaders and how well its work fits your family's values.
