Estate Planning
Allowing for thoughtful stewardship of resources both during and beyond your lifetime.
It’s Different Now
Many people underestimate the emotional and financial impact estate plans can have on heirs. Traditional estate planning provides for the passage of assets and payment of debts/expenses at death. Modern estate planning has been expanded to include much, much more.
Effective Wealth Transfer
Experience matters. Our advisors are dedicated to helping your legal counsel craft personalized estate plans to ensure they’re distributed according to your wishes and help your patterns of stewardship endure. Equally important, we help to prepare and navigate survivors through the estate progression with sensitivity, care, and understanding after a loved one’s passing.
There’s More…
An estate plan should not be generic. It’s personal. We often see and hear sad stories of how very prominent and wealthy individuals failed to plan effectively, which inevitably caused havoc amongst their family and heirs, nasty litigation battles, and cost them millions of dollars in unnecessary taxes. Suffice it to say, procrastinating estate planning is not in your best interest.
It’s Different Now
Too often, people underestimate the emotional and financial impact a well– or poorly–designed plan can have on their loved ones. We help ensure your wishes are not only documented – but understood, respected and thoughtfully implemented. At the very least, estate plans should include the following vital ancillary documents along with the will: Powers of Attorney, Healthcare Proxy, Living Will, HIPAA Waiver, Declaration of Guardian, and Directive to Physicians. Your circumstances and your level of wealth may require even more planning and legal documents, such as: planning for incapacity, asset protection strategies, income and estate tax planning, business succession planning, prenup planning, special needs trusts, charitable gift planning, planning for digital assets, living trusts, family limited partnerships, and legacy planning. We have longstanding relationships with several excellent estate planning attorneys who we rely on to help our clients secure the necessary legal documents for their specific situations. We also work seamlessly alongside attorneys with whom our clients already have established relationships. Our team of advisors provide a wealth of ideas and practical recommendations for your estate plan that can be implemented through these board-certified estate planning lawyers.
Effective Wealth Transfer
We combine our years of practical experience and strategic insight with compassionate guidance to navigate the complexities of estate planning, helping you achieve peace of mind knowing that your wealth will be transferred seamlessly and efficiently. With a rich history spanning generations, our advisors are already assisting fourth-generation clients who are beneficiaries of the wealth created by their parents, grandparents, and even great-grandparents. This longstanding experience allows us to provide personalized, multi-generational guidance, ensuring that your family’s legacy is managed with the same care and foresight that has been passed down through the years. We strive to help families remember, we pass down not only our valuables, but more importantly our values. Plan accordingly.
There’s More…
For many of our clients, faith and family are the most important things in their life. Material wealth is much further down on the list of priorities. Yet so many people procrastinate this area of planning because it deals with two areas most people prefer not to talk about: death and taxes. We believe that’s the wrong perspective to take regarding estate planning. In fact, it’s only through a thoughtful, well-designed, and transparently communicated estate plan that the most important things in your life—especially regarding faith and family—can best be passed down. For ultra-high net worth individuals and couples, this area of planning is particularly crucial. Careful consideration must be taken in situations with unequal distributions, blended families, heirs with special needs or unique talents, and family businesses with active involvement from children. Additionally, the complexities and impact of estate and income taxes are significantly greater. Our advisors, in collaboration with other professionals such as estate attorneys and accountants, are skilled at crafting innovative, practical, and effective strategies to achieve your legacy goals.