Trust & Estate Planning

Your legacy extends far beyond financial assets—it reflects your values, priorities, and the impact you want to make on future generations. Whether you're planning to provide for family members, support meaningful causes, or create lasting charitable impact, we develop sophisticated estate planning strategies that seamlessly integrate with your comprehensive wealth management approach.

• Charitable planning and gifting strategies with gift-tax exclusions and other tax strategies in mind

• Creation of tax-advantaged vehicles, such as a donor-advised fund or private foundation, for the distribution of your wealth to nonprofit charities

• Establishing strategies in estate planning that use life insurance as income replacement for beneficiaries

• Generation-skipping wealth transfer strategies to help ensure wealth preservation and growth over time

• Developing strategies designed to protect your assets from creditors, and even other family members, if necessary