A thoughtful estate plan

Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.

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Explore services

Expertise in setting up a trust helps ensure control of what happens to your estate.

Preservation and Control

Preserve assets from creditors' interests and maximize tax savings
Services

Privacy Assured

Avoid the hassle of probate and keep an estate from public record
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Blended Families

Reduce conflict among surviving family members
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Special Needs

Leave assets to a disabled loved one without endangering needs-based benefits
Services

Charitable Giving

Set up a tax-efficient, long-range plan to give now or in the future
Services

Charitable giving strategies, tailored to you

Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.

Need inspiration? Get a practical guide to giving

Benefits of estate planning

Benefits of estate planning

  • Give back to your favorite community organizations and causes
  • Pass your business along in an intentional way
  • Communicate values for the next generation to follow

For your family

  • Provide for loved ones in a thoughtful way
  • Name a family member as charitable account successor
  • Choose the guardian for a minor child

For your financial affairs

  • Reduce your tax exposure through planning
  • Provide funding for final expenses
  • Reduce fees associated with probate

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Understand the differences between giving vehicles.
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Sharing something of significance

Create a legacy that passes on so much more than money.
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Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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These versatile savings accounts might be the estate planning vehicle you need to learn about.
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Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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The roles of trusts [INFOGRAPHIC]

These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
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5 reasons wealth transfers fail

Knowing these common legacy pitfalls can help your family avoid them.
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Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
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Tips for creating an inheritance that lasts generations

Preparing your heirs for sudden wealth can help prevent unwise spending.
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“No kids” shouldn't mean “no estate plan”

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Whatever your priorities are in life, we’re here to offer the guidance you seek.

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