Estate Planning

WHAT’S THE NEXT CROP?

We help you develop a plan to support the causes and organizations about which you feel passionate. With a deep understanding of your philanthropic vision, we recommend strategies intended to create a lasting legacy that reflects your actual values and who you are.

What do you want to continue when you are gone?

We will confirm your philanthropic strategy supports what your soul wishes to materialize in the world. Let's build the legacy you desire and value for your family.

 

Legacy planning

For our legacy planning clients we 

  • review estate plan structuring strategies.

  • coordinate and execute changes to beneficiaries and account titling with estate planning attorneys.

  • facilitate annual donations.

  • manage charitable trusts.

  • guide on family foundations and non-profit endowments.

  • establish and provide instruction on donor-advised funds

  • advise on Qualified Charitable Distributions (QCD's), a tax-advantaged strategy for IRA owners older than 70 ½ to support their favorite charities.


GIFTING

We review options for charitable giving while ensuring your highest values are implemented into the plan. This can include:

  • aiming to maximize the tax benefits of gifts 

  • providing advice on and execution of stock gifts

  • supporting favorite charities by the gifting of appreciated assets (e.g. stocks, mutual funds or ETFs)

  • aiming to transfer your financial assets to the next generation in a tax-efficient manner that honors your values.


“The experience of true wealth comes from sharing, expressing that you have and are enough.”
— Lynne Twist

Ready to get started? Contact us for complimentary Estate Planning Assessment.

Header Photo by Joshua Kartarges