Broker Check










Family Wealth & Legacy Planning

Estate planning is a crucial component of a comprehensive financial plan as it involves the organization and management of one's assets, ensuring that their wishes are carried out after their passing. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure all decisions regarding their property, dependents, healthcare, and financial matters are fulfilled according to their intentions. Estate planning also aims to minimize taxes and potential conflicts among beneficiaries, providing peace of mind and security for the individual and their loved ones.

Beyond the needs of estate planning, many clients have the desire to leave a legacy- to create a lasting impact or influence that extends beyond one's lifetime. This involves making meaningful contributions to your community, family, or a specific philanthropic cause that positively affects others and is remembered or valued for generations to come. Legacy planning is a strategic and thoughtful process that involves the creation of a comprehensive plan that encompasses not only financial assets, but also personal values, family stories, and life lessons.

As our client, we work closely with you and your trusted estate planning attorney to ensure appropriate planning is implemented to achieve your life's aspirations.

Key areas of evaluation:

  • Estate plan review
  • Trust asset transfer assistance
  • Charitable giving and legacy strategy
  • Legacy session facilitation
  • Beneficiary designation analysis and asset titling
  • College funding
  • Life and disability insurance
  • Long-term care options
  • Guidance when a loved one passes
  • Consultation with your attorney


Start Your Legacy Now

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More