Estate Planning & Gifting

estate planning

estate planning

Planning for your loved ones when you're gone can be emotionally challenging. It’s not uncommon to put this off for years to avoid the difficult feelings that come with thinking about your own disability or demise.

We seek to make this process easier for you. With a full understanding of our clients' finances, we help explain what would happen to your assets in a disability or death scenario based on your current plan. We can spot inefficiencies and opportunities to save on estate taxes and help get your money to the right people in the most efficient way. We help brainstorm creative solutions to help ensure a smooth transition.

together, we can create a plan

We help you think through which key people you might rely upon to help with various roles such as:

  • guardian for your children
  • owner to your pets
  • who to make financial decisions for you or any minors who will inherit from you
  • who to make medical decisions for you

After you have a general plan you’re comfortable with, we can engage a professional estate attorney to draft the documents and strategize further as needed. 

We see our role as an advocate for you. Knowing what you want to accomplish, we can review your drafted estate plan documents and work with your estate attorney to implement any desired changes. Once your estate documents are signed, we help implement the plan: updating your beneficiary designations and re-titling assets. 

gifting

gifting

Many of our clients desire to share their wealth with charities, causes and people they care about. We are experienced at gifting strategies that optimize income and estate taxes. From simple cash gifts to transfers of investment or business assets outright or in trusts, we can help you evaluate potential strategies and craft a gifting plan that aligns with your values. Some of the gifting strategies we might explore:

stock gifts

donor advised funds

foundations

charitable trusts

gift annuities

grantor and spousal trusts

irrevocable trusts

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More