Estate planning isn’t just for the wealthy. It’s for anyone who wants to make sure their wishes are honored, their loved ones are cared for, and their legacy is preserved. We partner with estate attorneys and other professionals to make sure your plan is clear, efficient, and tailored to your goals.
Trust & estate strategies to minimize taxes & avoid probate
We outline structures—wills, trusts, and titling—that can streamline transfers, reduce delays, and potentially lower estate taxes.
Multi-generational wealth transfer & legacy planning
We help you define how and when assets pass to heirs, with guardrails that encourage wise stewardship across generations.
Charitable giving strategies to align with your values
We evaluate donor-advised funds, qualified charitable distributions, and other tools to maximize your impact and potential tax benefits.
Collaboration with attorneys & CPAs for a fully integrated plan
We coordinate with your legal and tax professionals so documents, funding, and filings match your intentions and remain up to date.
Without a plan, the state decides what happens to your assets. With one, you ensure your legacy is intentional and lasting — protecting both your wealth and your loved ones.