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Estate & Legacy Planning
We cannot take our assets with us when we pass but we can direct wealth towards the people and causes that we care about the most.
There are many issues to navigate when planning the direction of your estate and designing the parameters for the financial legacy you will leave to the next generation.
We will work with you to create and explore different models for wealth transfer and, in doing so, help you to determine the most impactful path forward.
We are also able to work with your current Legal and Tax professionals as a team in order to design a plan for a smooth transfer of assets per your wishes while limiting the affect of taxes.
Estate & Legacy Planning
Do you need a Will?
Do you need a Trust?
Pass along your values with your assets
A lasting legacy consists of more than just passing along assets. Imparting your wisdom, values, and work ethic upon your heirs is possibly the most valuable inheritance since those virtues can enrich lives for generations to come. Thankfully, there are ways you can share your values with your beneficiaries including sharing your story and clearly defining your wishes.
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Estate planning: Not just for the wealthy
When it comes to estate planning, many people make the mistake of thinking that it’s only for the wealthy. But the reality is, if you have assets like a home, bank account, life insurance policy, or business, you should have an estate plan. If you have dependents like a spouse, children, elderly parents, pets, or a non-profit you support, you should also have an estate plan.
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