Estate and Trust Planning
Estate & Trust Planning
We know creating a plan for your estate is about much more than transferring your wealth or optimizing taxes. It’s about your intentions, values, family and legacy. It’s about creating the groundwork for positive change. By anticipating and leveraging the distinct financial complexities of each generation of your family, we help maximize your impact both throughout your lifetime and well into the future.
What you may be thinking:
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Will my family’s wealth be safeguarded for generations to come?
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How can I ensure the legacy I leave is significant and lasting?
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Have all my essential documents been created and updated recently?
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How can I help family and charitable causes now and in the future?
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Who will be responsible for carrying out my wishes?
Our Approach
First and foremost, our view of your bigger financial picture helps us to best align your financial strategy with your estate plan and make sure they’re working in tandem toward the same goals. We help you fully understand the language and intent of your estate plan and collaboratively review it on a regular basis to ensure it remains as up to date and beneficial as possible, especially as estate laws change over time. We believe our broader purview puts us in a unique position to help ensure that all of your objectives are met.
How Focus Helps
Our Estate & Trust Planning Conversations
- Family Wealth Transfer Planning
- Estate Plan & Trusted Contact Review
- Estate Tax Analysis and Mitigation Planning
Additional Services
Estate & Trust Planning correlates with these other wealth management conversations.
Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
Charitable Planning
Support causes that align with your values while better positioning your financial future.
Related Articles
See our latest thoughts and insights on Estate & Trust Planning.
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June 04, 2024
What You Need to Know When Inheriting an IRA
In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.
Watch the video -
April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
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September 11, 2023
6 Steps to Plan for a Future Inheritance
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.
Read the article