Estate planning is about more than documents — it's about making sure the wealth you've built moves to the people and causes you care about, with as little friction and tax drag as possible. We bring those conversations into your overall financial plan and coordinate closely with your estate attorney.

How we help: we don't draft legal documents, but we help you think through beneficiary designations, account titling, wealth-transfer strategy, and the tax implications of how assets pass — then work alongside your attorney to put it all in place.

What we consider together

How your accounts are titled and beneficiaries are designated
The tax treatment of assets you plan to leave to heirs vs. charity
Strategies to transfer wealth efficiently across generations
How your estate plan interacts with your retirement and tax planning
Keeping the plan current as your family and the tax law evolve

Estate Planning

What we consider together

Let's coordinate your estate strategy