Estate, Charitable Giving & Trust
A THOUGHTFUL estate plan
Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you find strategies that best fit your situation.
Charitable giving strategies, tailored to you Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.
Charitable giving strategies, tailored to you Whether you want to incorporate giving into your estate plan or you need a comprehensive philanthropic plan for your giving now, we can help. We want you to do well while doing good, using customized strategies to maximize your giving, including donor-advised funds, charitable remainder trusts and more.
How a Thoughtful Estate Plan Can Help
Preservation & Control
Protect assets from creditors while maintaining greater control over how your wealth is managed and transferred. Thoughtful planning may also help reduce unnecessary tax exposure.
Privacy Assured
A properly structured estate plan may help your beneficiaries avoid probate, reduce administrative complications, and keep personal financial matters out of the public record.
Blended Families
Create clear instructions for distributing assets among spouses, children, and other loved ones. Careful planning can help reduce misunderstandings and conflict among surviving family members.
Special Needs
Provide financial support for a loved one with disabilities without unintentionally jeopardizing eligibility for needs-based government benefits.
Charitable Giving
Develop a tax-aware strategy for supporting the organizations and causes that matter to you, whether you want to give during your lifetime or through your estate.
Whether you want to incorporate charitable giving into your estate plan or develop a broader philanthropic strategy, we can help identify options aligned with your goals. Strategies may include donor-advised funds, charitable remainder trusts, and other approaches designed to maximize the impact of your giving.
Our Services
Banking & Lending Solutions
Access cash-management and lending strategies designed to support both your immediate needs and long-term financial goals.
Corporate Retirement Plan Consulting
Design and manage a workplace retirement plan that supports your organization, employees, and fiduciary responsibilities.
Estate, Charitable Giving & Trust
Coordinate strategies with your attorney and CPA to preserve wealth, support loved ones, and create a meaningful legacy.
Financial Planning
Build a personalized financial plan that aligns your investments with your goals, priorities, and long-term vision.
Fixed Income Services
Incorporate fixed income investments into your portfolio to support diversification, wealth preservation, and dependable income.
Investment Strategies
Evaluate a broad range of traditional and alternative investment options to create a strategy suited to your objectives and risk tolerance.
Longevity Planning
Prepare for the financial, healthcare, housing, and lifestyle decisions that may arise throughout a longer retirement.
Retirement Planning
Develop a coordinated retirement strategy designed to simplify financial decisions and help you approach the future with confidence.
Portfolio Management
Build a personalized financial plan that aligns your investments with your goals, priorities, and long-term vision.