Estate & Legacy Planning

Estate and legacy planning, coordinated with your attorney.

An estate plan decides who receives what, when, in what form, and what it costs to get there. The questions are usually practical: whether the will is current, whether the beneficiary designations still match the intent, who has authority if you cannot act. Above a certain size the questions turn to the transfer-tax rules and the tools built around them, each with real benefits and real drawbacks. We help you understand the choices and make them; your attorney drafts the documents that carry them out. Our part is making sure the plan and the portfolio agree.

Who we work with, and what it costs

If this sounds like your situation, write to [email protected] and we'll tell you honestly whether we're the right fit.