Charitable & Legacy
Estate & Legacy Planning
Transfer wealth to heirs while minimizing estate tax.
Estate and legacy planning uses wills, trusts, and gifting strategies to transfer wealth efficiently and minimize estate tax.
How it works
Through a coordinated plan, wills, revocable and irrevocable trusts, lifetime gifting, and beneficiary designations, you direct how and when assets pass to heirs while reducing estate taxes and probate friction.
Benefits & considerations
Potential benefits
- Direct how and when heirs receive assets
- Minimize estate and transfer taxes
- Avoid probate delays and public exposure
- Coordinate charitable and family goals
Considerations
- Requires coordinated legal and tax counsel
- Plans should be reviewed as laws change
- Some structures are irrevocable
Who it is for
Families and business owners planning an efficient transfer of wealth.
Explore Estate & Legacy Planning for your situation
Request a free, no-obligation consultation. We will help you understand whether this strategy fits and connect you with the right independent professionals.
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