Trust & Estate Planning

WEALTH PLANNING

Translating your success into a meaningful and lasting legacy takes a strong understanding of your challenges and goals. Through a collaborative and tailored process, we can provide guidance on how your current wealth transfer plan is structured, identify gaps, and present opportunities for improvement.

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Our Trust & Estate Planning strategies seek to help you:

TRUST & ESTATE PLANNING

Face life’s transitions

We can assess the ability of your estate to meet the needs of you and your family in the event of incapacity, retirement, or untimely death. We can also explore strategies to help ensure the proper care of minors or disabled family members.

Reviewing the selection of your designated representatives, such as an executor, trustees, agents, and health care representatives, is also an important component of our planning process.

Grow and protect your assets

We can review your assets to be sure they are invested appropriately for your specific needs and your long-term growth objectives. You may consider implementing generational trusts designed to leave a lasting legacy for your heirs and charitable organizations, as well as vehicles that may provide confidentiality and privacy.

It’s also important to consider trust strategies that may safeguard your assets from creditors or in the event of divorce.

Mitigate wealth transfer taxes

We can help you take advantage of opportunities under the current tax law while creating strategies that may enable you to leave more of a legacy for your heirs.

Our team will review the tax impact of important life events that affect planning considerations, including educational funding, beneficiary designations, and survivorship planning, along with exploring charitable gifting strategies to determine how to make the most tax-efficient gifts.

Feel confident in your team

Through our collaborative approach to estate planning, we are happy to work collectively with your estate planning attorney, accountant, and other advisors to provide comprehensive and customized service. As one cohesive team, we can bring you assurance that your best interests are our best interests.

What Should Be Considered When Selecting a Trustee?

EMERALD GEMS

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Have you executed your important planning documents?

TRUST & ESTATE PLANNING ESSENTIALS

It’s never too soon—but can be too late if you wait—to complete and file your essential documents.

Wills

Your will dictates who will receive what you own when you die. If you don’t have one in place, you cannot select the recipients of your property and the state you reside in will determine how your property is divided.

Trusts

Trusts can be effective estate planning tools as part of your overall plan and can be designed to achieve a variety of goals, including planning for incapacity, multigenerational wealth transfer, asset protection, tax mitigation, and others.

Powers of attorney & medical directives

Just as important as wills and trusts are your durable power of attorney, medical directive, and living will. These documents should be updated as your life evolves and family circumstances change.