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Estate and Legacy Planning

Your future should be in good hands.

Effective wealth planning must include a careful consideration of passing on one's wealth to one's heirs. You exercised great care in the accumulation of your wealth, so it's important that you exercise that same care in its distribution. The emotion that "there is never enough" is almost universal, but with our professional knowledge and services, we can help you maximize the distribution of your assets.

We apply our experience and skill to whatever the assets are: publicly traded securities, nontraded securities, real estate, and more.

Some of the top estate planning issues we can help you navigate through include:

  • Titling of Assets
  • Gifting During Life
  • Charitable Gifting During Life
  • Charitable Inclinations at Death
  • Services Specifically for Business Owners
  • Business Succession Planning
  • Strategies for High Net Worth Clients
  • Maintaining Control of Assets
  • How to Maximize Assets Left to Heirs

These services are available through our strategic attorney partners:

  • Durable Power of Attorney
  • Choice of Executor / Trustee
  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Marital Trusts (Bypass or AB Trust)
  • Charitable Remainder Trust
  • QTIP Trust
  • ILIT (Irrevocable Life Insurance Trust)
  • 501C3 Entity Creation
  • Foundations 

... and more

To learn more about these services please call 800-480-8972 to schedule an appointment.