Trusts
Trusts are fiduciary arrangements that specify how your assets will be distributed and can be set up with varying goals in mind. We can help you:
- Learn about establishing a trust
- Explore the menu of options for doing so
- Prepare for meeting with your estate planning attorney
Estate Planning
An estate plan is an important tool for taking care of your family and your assets: an organized, updated plan ensures that your possessions, debt, and taxes are handled according to your wishes. And estate plans can save your family valuable time and resources. We can assist by:
- Initiating estate planning conversations
- Educating about varying estate planning concerns, including taxes
- Preparing you for meeting with your estate planning attorney
Legacy Planning
Legacy planning entails a more encompassing conversation that goes beyond estates and trusts and which aims to secure how you are remembered. We can help:
- Plan to establish a charitable organization
- Pass on a family business
- Discuss various tax scenarios
- Document your family’s story