Legacy & Estate Planning

Planning for the People and Causes That Matter Most

Your legacy isn't just about money — it's about meaning.

We help you think through the big-picture questions: How do you want to be remembered? Who do you want to support? And how can we make sure your wishes are clear, organized, and protected for the long haul?

Whether you're updating documents, managing inherited assets, or preparing to pass wealth to the next generation, we'll strive to help bring clarity to every step.

 

What Legacy Planning Looks Like 

1.   Estate Organization & Document Review

We'll help you take inventory, understand what you have, and coordinate with your attorney to make sure your wills, trusts, and directives reflect your wishes.

2.  Beneficiary Planning

From IRAs to insurance policies, we'll review your beneficiary designations and make sure they align with your current goals and family structure.

3.  Legacy Gifting & Charitable Giving

We'll help you plan intentional giving — whether it's through donor-advised funds, direct gifts, or foundations — so you can support the people and causes you care about.

4. Inherited Assets & Family Support

We guide clients and their loved ones through transitions after the loss of a family member — offering both financial clarity and emotional support when it's needed most.

5.  Multigenerational Planning

We help you prepare your children (or grandchildren) to manage what they'll receive — and we're happy to be part of those conversations.

 

Why Families Value Us With Their Legacy Plans

  • We listen first — and help make a difficult topic feel manageable

  • We've walked this path with many families (including our own)

  • We work hand-in-hand with your attorney, CPA, or trustee

  • We help you make decisions today that bring confidence tomorrow

Let's Talk About Your Legacy Goals

Whether you're planning ahead or navigating a recent transition, we're here to bring clarity and support every step of the way.

Contact Us