Estate Planning
Securing your Legacy
WE HELP OUR ESTATE PLANNING CLIENTS DESIGN AND EXECUTE A FAMILY LEGACY THAT PROVIDES FOR FINANCIAL STEWARDSHIP AND WEALTH PRESERVATION WHILE ALSO PROTECTING HEALTHY FAMILY RELATIONSHIPS.
Estate Planning encompasses so much more then just a collection of documents. It is a process, requiring planning and monitoring as life circumstances, tax laws, and legacy desires change. In fact, estate planning does not only involve end of life directives but also disability or mental capacity issues. Our team can help with the following and more.
- Simple Wills
- Power of Attorney
- Healthcare Directives
- Revocable Living Trusts
- Supplemental Need Trusts
- Irrevocable Trusts
And more.
CHARITABLE GIVING
Even if your estate is unlikely to be subject to gift and estate taxes, there are charitable gift planning techniques which can leave a lasting legacy. Ben can help with transactions as simple as setting up a donor advised fund or considering a charitable gift annuity. We can also help with more complicated transactions, such as charitable remainder trusts, charitable lead trusts, and private foundations.
If you are interested considering charitable transfers and how they might fit into your life and your estate planning, please call us.