Leaving a Legacy

From Generation to Generation

From Generation to Generation

We find that as our clients get older and are experiencing the joys of grandchildren or passionately involved with non-profit organizations, they express a desire to leave a legacy to continue financial support after they've passed away.

We can work with you to plan a gifting strategy to enjoy in the here and now or to benefit your heirs and organizations after you pass away. It's important to consider tax-efficient strategies and understand the implications of leaving heirs one asset over another. We work closely with you on these important decisions and collaborate with estate attorneys to ensure your estate planning documents and beneficiary designations are up-to-date and reflect your wishes.

If you or someone you know needs to set up an estate plan, let's talk. We're here to help.

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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