Leaving a Legacy

Leaving a Legacy

Leaving a legacy is more than giving your money away. We facilitate your family mission statement around shared family values.  When family members define and communicate their family values, they begin to realize higher levels of unity, greater clarity in their life choices, sound decision making and stronger family relationships. Communication and trust are at the core of a successful wealth transfer and legacy planning process.

We guide our clients through a range of topics to consider, including, where appropriate, by engaging, coordinating, and collaborating with our clients’ professional advisors such as lawyers and CPAs, as our clients explore using wealth to further their values and people they cherish, matching aspirations to strategies.  Topics for consideration frequently include:

Generational Planning

  • Estate planning for traditional and non-traditional families
  • Multi-generation and intergenerational planning
  • Guided philanthropy
  • Tax-sensitive giving strategies
  • Family dynamics
  • Pre-Nuptial agreements
  • Heir preparation and education
  • Family installment sales
  • Family split-dollar life insurance
  • Family limited partnerships
  • Generation-skipping trusts

Estate Planning

  • Will and trust analysis
  • Trustee selection and management
    • Insurance trusts
    • Irrevocable life insurance trust (ILIT)
    • Qualified personal residence trust (QPRT)
    • Qualified terminable interest property trust (QTIP)
    • Grantor-retained interest trust (GRIT)
    • Grantor-retained annuity trust (GRAT)

Trust Services

  • Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
    • Trust administration
    • Trust settlement services
    • Agent for an individual trustee
    • Family offices
    • Custody services

Charitable Giving

    • Private foundations
    • Donor-advised funds
    • Charitable remainder trusts
    • Foundation and endowment funding
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