Legacy & Contingency Planning

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Do you want the satisfaction of knowing that any residual wealth, upon death, will help provide for loved ones and/or support charitable organizations engaged in activities consistent with your personal values or interests? Leaving a legacy is often a complicated task when it involves blended families, unmarried couples, or young children. The ever changing tax landscape often complicates matters further.

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It matters how you pass wealth on to ensure that the transfer is both effective and has a positive impact on the lives of your heirs. This is where a well-crafted estate plan can be effective, and we can help. We will partner with your estate plan attorneys to develop effective plans for wealth transfer to minimize taxation and efficiently accomplish your goals.

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Incapacity/Contingency Planning 
 

We work with you to help ensure that in the event of incapacity and ultimately death, your needs and wishes are made known to your loved ones. This is an especially critical element if there are survivors who are dependent upon the assets for their financial security.

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Team Approach, Periodic Review
 

We work with you to understand your wishes, and can then engage with you and your counsel to help ensure that your legacy and incapacity planning documents reflect those wishes. Periodically we review changes in your life that may impact your wishes and then verify that your plan remains consistent with your goals and values.