Family Legacy Planning
Leaving a meaningful legacy for your loved ones or charitable causes requires a well-planned estate strategy. Without it, the distribution of your estate could be decided by the state, lawyers, or others who may not follow your wishes.
We can help you take control of how your wealth is distributed. We’ll talk about important topics like who will receive your assets, how to minimize estate taxes, and ways to protect your loved ones and the assets you’ve worked hard for. We’ll also discuss the values and family memories you want to preserve.
Having an estate plan is crucial to ensure your estate is managed according to your wishes. Our goal is to make sure your estate benefits the people and charities you care about most. We work with your estate planning attorney to ensure your will or trust aligns with your financial assets.
Our Estate Planning Services May Include:
- General estate education and referral to attorney specialists
- Planning for a surviving spouse
- Determining how you wish to be remembered
- Designing a distribution plan for your legacy
- Establishing and updating beneficiaries
- Minimizing taxes for the next generation
- Charitable gifting
