Estate and Legacy Planning
The making of family and charitable gifts is a creative process that adapts to the changing needs and wishes of the donor. We help you create an overall plan that first considers your objectives, priorities, and values and then implement the plan by working with other professionals.
Estate and Legacy Planning includes:
- Family meetings as needed to define and communicate financial information and goals.
- Strategies for philanthropic and multigenerational planning.
- Implementation of estate planning strategies and the coordination of legal, financial, and tax advisors
