Estate & Legacy Planning

Protect your wishes, reduce complexity, and minimize taxes—without legal jargon.

We align account titling and beneficiary designations with your goals and coordinate with your estate attorney so the right assets reach the right people at the right time.

What we do (in plain English):

  • Review titling/beneficiaries and fix mismatches

  • Coordinate with your attorney on wills, trusts, POAs, and directives

  • Streamline charitable giving (DAFs, QCDs) and lifetime gifting plans

  • Coordinate inherited-account strategies with your tax/legal pros (SECURE Act aware)

  • Ensure liquidity for estate costs and survivor income

👉 Want a quick check-up?

Get a Complimentary Estate & Beneficiary Review.

We do not provide legal advice and we are not attorneys; we partner with your counsel to implement your plan.

Flowchart illustrating estate distribution, showing assets, taxes, fees, and inheritance details split into estate and out of estate sections, with various monetary values listed.