Legacy Planning
A clear, caring plan to pass on your wealth with intention and minimal friction.
Provide for the people and causes you love
Legacy planning is not only for the very wealthy. It is for anyone who wants their wishes honored and their family spared confusion at a difficult time.
We coordinate with your estate attorney and accountant so beneficiaries, titling, and strategy all point in the same direction.
federal estate and gift tax exemption per person in 2025 ($27.98M per couple).
top federal income tax rate that can apply to estates and nongrantor trusts.
Intentional wealth transfer
We help structure gifts, beneficiaries, and accounts so your wealth reaches the right hands with as little cost as possible.
Protecting your wishes
Clear documentation and beneficiary alignment reduce the risk of surprises, delays, and family disputes down the road.
- Beneficiary review
- Account titling
- Gifting strategy
- Charitable giving
- Trust coordination
- Attorney collaboration
Sources
- 1Internal Revenue Service, Estate and Gift Tax (2025 figures). View source
- 2Internal Revenue Service, Estate and Gift Tax (2025 figures). View source
The figures on this page are provided for educational purposes only and are not tax or legal advice. Tax laws change and their impact depends on your individual circumstances. Consult a qualified professional before acting.
See the value before you trust us with a penny.
Start with a simple 15-minute call. No cost, no obligation, just a conversation about whether we are the right fit for your future.
Find the blind spot in your plan
In our experience, there is almost always one area a retiree has not fully considered: sustainable spending, the real tax bill ahead, or leaving money on the table with Social Security. This workbook helps you find it.