Legacy Planning

We are committed to helping you develop a Legacy Plan that enables you to transition your wealth in a manner consistent with your core values and convictions. We work to assure that all of the prudent steps have been taken to reduce your tax liabilities and to create the most effective means to help finance whatever liabilities may remain. Working with you and your advisors, we develop customized strategies that optimize the transition of wealth to children, grandchildren, and charitable organizations you seek to impact through wise planning.

As a successful individual, you understand the effort involved in creating and maintaining personal wealth. Yet, you may not realize how quickly estate taxes could sweep half of this wealth away. Your assets can only go to three places: your family, charity, or the Internal Revenue Service.

We use specialized assessment methods and insight to help you:

  • Design and document a plan to help ensure proper timing and amount of distributions to your chosen beneficiaries
  • Provide sufficient income for your spouse or other dependents; take maximum advantage of annual lifetime gift exclusions; establish gifting programs to transfer assets and provide financial security for your loved ones.
  • Maximize your ability to give to charity while reducing taxes and potentially increasing your current income.
  • Equalized distributions of estate and business interest between children working in the family business and those who are not active in the company.
  • Properly fund any remaining tax liability through the most efficient and cost effective methods.

Ultimately, our goal is to develop a Legacy Plan to help our clients incorporate their core values and beliefs into a program that will help them experience peace of mind, knowing that their legacy will have maximum impact for family members and charitable causes that are meaningful to them.