Estate & Legacy Coordination
Wealth preservation across generations requires more than a will. We coordinate trust structures, gifting strategies, and estate documents across your entire advisory team.
Trust Structures
Revocable living trusts, irrevocable life insurance trusts, and special-purpose vehicles — each designed and reviewed in coordination with your estate attorney to achieve specific goals.
Gift Strategies
Annual exclusion gifting, lifetime exemption utilization, and Crummey trust contributions — all timed and structured to minimize transfer tax while supporting your family's needs.
GRAT & SLAT Coordination
Grantor Retained Annuity Trusts and Spousal Lifetime Access Trusts require precise actuarial and tax analysis. We model outcomes and coordinate with your legal counsel on implementation.
Beneficiary Reviews
Retirement accounts, life insurance, and trust beneficiary designations are reviewed annually to ensure alignment with your current estate plan and family circumstances.
Document Cadence with Attorneys
We maintain a regular review schedule with your estate attorneys to ensure trust documents, powers of attorney, and healthcare directives remain current and coordinated with your tax plan.
Estate planning is deeply personal. We begin every engagement with a thorough understanding of your family, your values, and your long-term vision.
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