Who We Help
Trust and Estate Clients
We provide specialized services for trust and estate planning, helping ensure your assets are managed and distributed according to your wishes. Our services include:
Goal-Based Estate Planning
Tailored estate plans to meet your specific goals, ensuring your assets are distributed according to your wishes. We help you articulate your goals and develop a plan that reflects your values and priorities.
Family Gift Planning
Plan for family gifts and transfers, ensuring they are done in a tax-efficient manner. We help you navigate the complexities of gift planning and develop a strategy that aligns with your goals.
Lifestyle Change
Adapt your financial plan to major life changes, such as marriage, divorce, or the birth of a child. We help you navigate these transitions and update your plan to reflect your new circumstances.
Special Needs Planning
Help ensure the financial security of loved ones with special needs, creating a plan that provides for their care without jeopardizing their eligibility for benefits. We help you navigate the legal and financial complexities of special needs planning.
Tax Planning for Large Estates
Minimize tax liabilities for large estates, preserving more of your wealth for your heirs or charitable interests. We help you understand the tax implications of your estate plan and develop strategies to reduce your tax burden.
Charitable Gift Planning
Maximize the impact of your charitable contributions, ensuring your gifts are aligned with your values and goals. We help you develop a charitable giving strategy that reflects your philanthropic vision.
Windfall Planning
Manage unexpected financial windfalls effectively, ensuring they contribute to your long-term financial security. We help you develop a plan to handle sudden wealth, protecting your interests and maximizing its benefits.