WEALTH MANAGEMENT FOR REAL LIFE
Estate Planning
This is about protecting your most important assets–your loved ones.
Feel confident that your loved ones are covered.
Estate planning may be that thing you know you should do, but haven't…yet. It shouldn’t be daunting, and with the range of possibilities and creative giving strategies out there, it might even be–dare we say it–a bit of fun?
As your financial partner, we seamlessly integrate estate planning into the broader conversation about your wealth management plan, supporting you in the transition from "I know I should…" to "I feel confident that my loved ones are covered."
Navigating the evolving landscape of our clients' life cycles, we've observed pensions fading away and retirement savings targets rising dramatically. Accumulating millions for retirement is the new norm, but the question remains: Do you want your kid inheriting $2 Million at 16? Probably not! And with the next generation set to inherit increasing wealth, having a plan is essential.
Estate planning involves so much more than drafting up a will.
Our capabilities extend to crafting a plan that uniquely and personally supports your family's well-being. Picture a multi-generational trust benefiting not only your children, but also your grandchildren and great-grandchildren. Alternatively, a living trust to provide for your loved ones now or upon reaching significant life milestones may align better with your personal goals.
Rest assured that while we’re not attorneys and can’t draft wills, we do collaborate with skilled estate planning attorneys to handle the documentation. We'll guide you through the process, minimize the impact of estate taxes wherever possible, and get your documentation in place so that even if the unexpected happens, your most precious assets–your loved ones–are provided for.
