A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. We'll ensure your estate plan is working in sync with your financial plan by helping you:
- Give directly to people and causes that mean the most to you
- Designate someone to make decisions on your behalf in the event you can’t do so yourself
- Maximize your gifts’ benefit and tax efficiency
- Establish trusts without sacrificing flexibility if your circumstances change
- Set up charitable and family foundations
- Ensure that as your life changes, your estate plan stays up-to-date