Legacy Planning

You worked hard to build your wealth, take the proper steps to create a lasting legacy.

In simplest terms, Legacy Planning is the transferring of wealth from your estate to a selected beneficiary. However, this process is often not as simple as it sounds. The probate process alone can take months, and in some cases, even years. It is also essential to pay proper attention to legal, tax, and related matters when transferring your estate.

Whether you are looking to create a trust, start a foundation, craft your last will and testament, or all of the above, our team of experienced professionals is with you every step of the way.

Successful legacy planning starts with understanding your financial situation, preferences, and goals. After evaluating your objectives, our professionals develop customized strategies to help preserve your assets and anticipate necessary revisions should they arise.

Some Of The Areas We Address


Estate Planning

Ensure your assets and your loved ones will be protected. Proper estate planning could keep your heirs from facing enormous tax burdens and having to decide how your assets are divided.


Gifting To Family

While some gifts are “safe” from tax, others are not. We work with you to ensure that you are not creating any legal issues with the IRS when you transfer your assets to a family member.

Charitable Giving

From defining your charitable mission to making tax-smart contributions, Our team of experienced professionals will guide you through your philanthropic journey and maximize your charitable impact.

Take The First Step

The Advance Medical Directive (AMD) empowers the creator/principal to choose comprehensive “end of life” directives, as found in a Living Will, and appoint a personal health care agent to make medical decisions on behalf of the principal who, because of a medical or mental incapacity, may become unable to do so.

This document puts your wishes in writing and gives your doctors and loved ones a step by step instruction manual on what you want, and how far you want them to go.

We’d Love to Help You Create Your Legacy

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