Transitioning Wealth
People Often Ask:
- How do I equitably pass my assets to my heirs?
- Can you help me make difficult decisions about my legacy?
- What will happen after I am gone?
- Am I leaving anything unfinished?
Make Your Journey Last
The Benefits
Estate planning benefits the people you love and the things you care about for generations, allowing your personal journey to make an impact far into the future.
It also comes with many practical and emotional concerns. We completely understand and will meet those concerns with sensitivity and wisdom.
What You Can Do Now
It’s never too early to create an estate plan. In fact, being prepared is one of the kindest things you can do for the people you love.
Together we’ll determine what your estate is currently worth and create a clear outline for your beneficiaries that explains how you will distribute your assets. This includes managing trusts, allocating your charitable giving, and guiding your loved ones in honoring your wishes.
To maximize your overall wealth, we will work with your estate and tax advisors to create a tax efficient and flexible plan, so you can enjoy the funds you need to live a full life and provide for your family into the future.
Over time, we’ll reassess and adjust based on changing circumstances.
We'll Take Care Of It
Because you’ve taken care to plan, your friends and family will not have to worry about managing your money matters after you’re gone. We work with your attorney and tax advisors to make sure your financial assets are titled properly and that your beneficiary designations are updated, including life insurance policies, retirement plans, and your trusts are appropriately set up, etc. This ensures an easy transfer of wealth and keeps your legacy intact.
What You Can Do Now
It’s never too early to create an estate plan. In fact, being prepared is one of the kindest things you can do for the people you love.
Together we’ll determine what your estate is currently worth and create a clear outline for your beneficiaries that explains how you will distribute your assets. This includes managing trusts, allocating your charitable giving, and guiding your loved ones in honoring your wishes.
To maximize your overall wealth, we will work with your estate and tax advisors to create a tax efficient and flexible plan, so you can enjoy the funds you need to live a full life and provide for your family into the future.
Over time, we’ll reassess and adjust based on changing circumstances.
We'll Take Care Of It
Because you’ve taken care to plan, your friends and family will not have to worry about managing your money matters after you’re gone. We work with your attorney and tax advisors to make sure your financial assets are titled properly and that your beneficiary designations are updated, including life insurance policies, retirement plans, and your trusts are appropriately set up, etc. This ensures an easy transfer of wealth and keeps your legacy intact.
