Wills and trusts
We help you put the core documents in place, and keep them current as your family and your finances change.
Thoughtful advice for future generations
Estate Planning
Wills, trusts, and a clear plan for what your wealth should do for the people and causes you care about.
The short version
For many people there comes a point where the question changes. It stops being how do I build this, and becomes what do I want it to do, and for whom.
We help you answer that question and then put it in writing, including wills and trusts, so your documents and the rest of your plan say the same thing.
What this covers
What the work includes
What you want your wealth to accomplish
For family, for causes you care about, and for the things you want to be true after you are not the one managing it.
Thoughtful advice for future generations
Estate and transfer taxes, timing, and who inherits what can change what reaches the next generation. We help you think those through with the same care as the rest of the plan.
Giving
If charitable intent is part of the picture, we bring it into the tax and estate conversation so it is effective for the causes and sensible for the plan.
How it works
The sequence
- 1
Talk about intent
Before any documents, what you want to happen.
- 2
Map it against the plan
Where the current plan supports that intent, and where it quietly works against it.
- 3
Put the documents in place
Wills and trusts are prepared and signed, with your attorney involved wherever your situation calls for one. We do not provide legal advice.
- 4
Revisit it
Intent changes as families change. This is not a document you write once and file away.
Also part of the picture
These do not work in isolation
Each of these connects to the others. That is the point of managing them as one plan.
A strategy built around you
Financial Planning
A comprehensive plan across your whole financial picture, not just your investments.
Read moreGrow and protect what you've builtInvestment Management
Long-term growth with short-term risk management: invested while the market is healthy, defensive when it turns.
Read moreResponsible planning to mitigate tax burdenTax Planning
Planning for taxes all year, not only at filing time, so you keep more of what you've worked to build.
Read moreImagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.