Estate Planning
Our wealth management approach includes sophisticated, values-based estate planning. We see estate planning not simply as the process of distributing assets and minimizing taxes but rather as a way for you to put family, philanthropic and personal goals in harmony.
We start with a two-pronged approach: helping you clarify your priorities and personal goals and analyzing your current wills and trusts. With the understanding we gain, we then identify estate planning issues and opportunities, which consider estate and gift taxes, the optimal form of property ownership, various methods of property transfer, private foundations and other forms of charitable giving. It doesn’t end there. We help put your plan to work and keep it working for you by continually implementing strategies as your situation evolves.
