Estate planning should address these fundamental questions: who do you want to care for and how do you want to care for them? Effective estate planning starts during your lifetime – not just upon your death – and extends beyond having a suite of legal documents. We work with clients to review the distribution plan for their assets, potential tax implications and ways to protect assets for future generations.

We work with clients to identify their financial capacity for gifting – to charities or to family – and work with them to select the assets and method of gift to maximize the impact of the gift and minimize taxes. We can also assist in setting up Donor Advised Funds, which can be a vehicle for multigenerational gifting.

As part of our planning services, we collaborate with your other advisors, such as your CPA or attorney, to incorporate these elements into your financial plan.