Legacy and Estate Planning
Estate Planning: Protecting Your Legacy with Purpose
Preserving the wealth you’ve built and passing it on thoughtfully takes more than good intentions — it requires careful planning and the right guidance. We work closely with your estate attorney and tax advisors to ensure your financial plan and estate plan are fully aligned. Our role is to help you understand your options, navigate key decisions, and ensure your legacy reflects the care and purpose with which you built it.
Here’s how we can help:
Understanding Your Last Will and Testament
Your Will is one of the cornerstones of your estate plan. We help you understand the key decisions involved so you can work with your legal team to craft a document that clearly reflects your wishes — from how your assets are distributed to who will carry out your final instructions.
Establishing Powers of Attorney (POA)
A well-structured Power of Attorney ensures that trusted individuals can step in if you are unable to make financial or healthcare decisions yourself. We’ll guide you through the important considerations, helping ensure that your personal and financial affairs are managed according to your values and intentions.
Selecting the Right Executors
The person or people you choose to settle your estate will have significant responsibilities. We help you think through the qualities to look for in an executor — integrity, judgment, attention to detail — and guide you in choosing individuals who are well-prepared to handle the role, especially if minor children or guardians are involved.
Designating Beneficiaries Thoughtfully
Choosing beneficiaries is about more than naming names — it’s about ensuring your wealth supports the people and causes you care about most. We help you review beneficiary designations across your accounts and policies to align with your overall estate plan and avoid unintended outcomes.
Minimizing Estate Taxes and Probate Costs
Without proper planning, taxes and probate fees can erode the wealth you intend to pass on. We work to structure your estate in a way that reduces unnecessary costs and preserves as much of your legacy as possible for your heirs.
Considering the Role of Trusts
In some cases, a trust can provide greater control, efficiency, and privacy in the transfer of your assets. We help you evaluate whether a trust structure is appropriate and coordinate with your legal advisors to ensure it’s properly established and aligned with your broader plan.
A Lasting Legacy, Built on Purpose
Estate planning is more than distributing assets — it’s about ensuring that your values endure. Our goal is to help you make informed, confident decisions so your family, and the causes you care about, are well provided for in the future.
Our firm does not provide legal advice or services. Please consult your legal advisor or an estate planning attorney regarding your specific situation.