Estate, Tax & Philanthropy Planning

Creating a legacy gives meaning to life. What is important to you? How do you want to be remembered? What impact do you want to make on the world around you? These are big questions whose answers inform a good financial life plan.

Often these conversations lead to the need for more advanced estate, tax and philanthropy planning. Some of the many questions we can help you with:

  • What is the most tax efficient way to pass along wealth to your heirs or to charities?
  • What are some important criteria to look at when choosing charities?
  • How do you make sure your kids and grandkids learn about the value of wealth and/or giving?
  • How do you communicate your values through your estate plan?