Legacy Planning is a crucial component of your overall financial picture that provides legal and financial protection and clearly communicates your intentions to your family. A truly effective legacy plan goes beyond transferring assets; it encompasses the values and beliefs you wish to pass on.

We partner with you to achieve this by:

• Promoting Open Communication: We help you facilitate the important, often difficult, conversations that foster transparency among spouses, family, and heirs.

• Ensuring Proper Documentation: By proactively collaborating with your legal and tax team, we can guide you to establish the right documents to secure legal and financial protections for yourself and your loved ones.

• Preparing Future Stewards: Offering support and advice to heirs as they navigate the responsibility of managing a significant inheritance.

Making an Impact, Protecting Your Wealth

Thoughtful generosity is a powerful way to define your legacy. When structured correctly, strategic charitable giving can achieve your philanthropic goals while creating significant tax efficiencies and aligning with your overall financial plan. Whether you intend to gift cash or stock, we can help facilitate the process.

Click here for our step by step guide to charitable gifting of stock.