One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity. Our experienced team has the resources to personalize a plan that not only preserves your assets but also helps you share your wealth with the people and charities you care about most.
Strengthen and protect your legacy
We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. We have access to experts in trusts, insurance, philanthropy and family dynamics. Our team is also adept at working with other professionals – such as CPAs and attorneys – to help ensure a well-coordinated approach.
Giving back and paying it forward
Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan. Some options provide immediate or future tax deductions while others can provide a continuous income stream. Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.
