Estate Planning

We work with clients and their attorneys to help develop estate planning strategies.  If you own real estate in multiple states, have rental properties, or other complex needs, we can provide strategies to help.

As part of our estate planning services, we walk through the basics of estate planning with clients, regularly review beneficiaries with clients, and conduct joint meetings with clients and their attorneys.

Charitable giving strategies are another focus of ours.  We develop strategies that could help maximize tax benefits for clients who give larger donations to charities annually or plan to leave money to charities in their estate plan.

Estate planning for gay and lesbian couples can mean more complex strategies as assets aren’t typically passed directly to children. Because even married same-sex couples can face challenges to estate plans from family members, we work with clients’ attorneys to develop strategies personalized to our clients’ needs.

If you are not currently working with an estate attorney, we can provide recommendations for you.

Contact us to discuss how we can help with your estate planning strategy.

The opinions voiced in this material are for informational purposes only and are not intended to provide specific advice to any individual.  Consult your legal, tax, and/or financial advisor to determine what is appropriate for your situation.