Legacy Planning

We often say that your Net Worth isn’t the same as your Self Worth. The legacy you leave is much more than the assets you’ve built over time. It’s a continuation and expression of your personal values, the stories that you pass down to the next generation, and your moral compass. Your estate plan should be a reflection of the story you want to be told.

Our advisors will help you align your estate plan with your financial plan. Ensuring that your plan goes smoothly involves beneficiary reviews, partnering with a skilled attorney in creating a will or trust, regular oversight and reviews, and more.

WHAT TO EXPECT

Our team of advisors is here to help you understand how your assets will be passed down under your current estate plan and the current tax laws that may affect it. We work with your expert partners of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes. We strive to minimize your estate’s administrative burden, reduce the emotional toll that handling the finances of a deceased loved one can accompany, and maximize the assets that are ultimately distributed to your loved ones and the organizations you adore.

Start your financial journey today!

Initiate a Conversation

"*" indicates required fields