Estate & Legacy Planning
Are your assets and heirs protected?
Estate and legacy planning is more than deciding who receives what-it's about protecting the people and wealth you have worked a lifetime to build. A well-designed plan helps ensure that your wishes are honored, minimizes potential taxes, and provides clarity and security for your loved ones during a difficult time.
WHY ESTATE PLANNING MATTERS
Without proper planning, your assets may be exposed to:
Estate and gift taxes
lengthy probate proceedings
family disputes or unintended beneficiaries
erosion of wealth due to poor financial coordination
A thoughtful strategy helps preserve your legacy and gives your heirs a clear and efficient path forward.
Planning a legacy for your children
As a parent, you’ve made sure your kids have had a safe, secure foundation for growth throughout their lives. You’ve made it possible for them to become the people they are and realize their full potential. And, while finances aren’t the only piece of the puzzle, they are an important one. If you’ve thought about legacy planning at all, you may have considered it something you could put off for a while. It’s a task you might have intended to tackle after the endless rounds of meals, laundry, and carpooling have settled down.
Being a good heir: Strategies for managing intergenerational wealth
When Robert K. inherited a multimillion portfolio of real estate and financial assets from his father and mother, he immediately began thinking of the next generation.
Estate planning for D.I.N.K.s
Modern families look different than they did half a century or even a decade ago. Many more married couples, especially Millennials and Gen Z’ers, are choosing to remain childless compared to previous generations. The trend of American couples choosing to be married without children has become more prevalent over the years. In 2023, more than half of American households were childless: 29.4% were married households without children, and 29.0% were single households without kids.1
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