Legacy Planning

Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, families who have members with special needs, business owners who need to address succession planning or grandparents who’d like to help grandchildren go to college.

LEGACY PLANNING: PREPARING THE NEXT GENERATION

Preparing the next generation involves more than simply passing along assets. You also hope to pass along your beliefs and values, whether in family or business. With our expertise with legacy planning can help facilitate the generational conversations that need to happen to ensure a smooth transfer of wealth.

WEALTH TRANSFER, TRUSTS AND ESTATE PLANNING

Only with a clear understanding of your lifetime and legacy objectives can you develop, implement, and monitor a comprehensive plan to meet these goals. We know that a well-designed estate and wealth transfer plan offers many benefits. It can provide financial security for your family, minimize taxes, and ensure your legacy.

Our Advisors and Wealth Strategies teams have expertise with building, assessing, and updating estate plans to meet your objectives. By using an array of trust and estate planning tools, we work closely with you to create a comprehensive wealth management plan.