Estate & Legacy Planning

Estate planning is more than just wills and trusts. Estate planning requires proactive planning, implementation, and execution to ensure the best-drafted plan can be carried out according to your intentions. We conduct regular and ongoing reviews of your estate plan and remain vigilant regarding regulatory changes, emerging opportunities, and other developments that may require adjustments to your plan. We collaborate with your estate planning attorneys to address any unique considerations.

We draw on our years of experience working with families to carry out their estate plans to help you navigate the realities of what future generations will experience.

We’ve guided many second—and third-generation recipients as they manage their inheritances, whether in trusts or as direct beneficiaries with varying degrees of control. We offer comprehensive services to help siblings navigate this complex landscape.

We’ll show you how to avoid common pitfalls and upgrade your support network. Your financial well-being and long-term stability are our priorities.