Estate & Legacy Planning

We collaborate with you and your tax/estate professionals on a strategic plan to transfer your wealth, reduce taxes, and create a legacy you love.

If you could do anything with your assets, what would you do? What lives would you change for the better? Which charities would you bless with gifts? How do you want to be remembered? Each person has a different vision for their estate, their legacy, but we all share one thing: everyone has a default plan – the government’s plan. We help ensure the estate plan you have is the plan you want, that your assets aren’t lost to taxes, but go to the people and causes you care about most.

Through careful collaboration with you, your attorneys and accountants, we can design an estate plan that will impact your legacy, and those you care about beyond anything you thought possible.