Legacy Planning

What's Your Vision?

What's Your Vision?

Legacy Planning entails developing a customized plan for our clients to effectively transition their assets and financial values to the next generation. It's a financial strategy that prepares people to bequeath their assets to a loved one, next of kin or philanthropic endeavor once they are gone.

Education...Values...Philanthropy

Education...Values...Philanthropy

We believe providing financial education to the next generation is an integral piece of supporting the whole family. For some clients, this also includes developing a strategy for supporting their philanthropies both now and in the future.

The Future Generations...

The Future Generations...

 We work with you to ensure you have thought about building relationships with other professionals like attorneys and CPAs to formalize your legacy.  Reducing an estate administrator's duties helps make it easier for your loved ones and the organizations you cherish after you are gone.