Legacy Planning

Leave Your Loved Ones with a Solid Plan

Take the stress off yourself and your loved ones by having a solid legacy plan.

Your life story is ever evolving and your impact will be felt beyond your time. You pass on a collection of your experiences, your values, your wisdom, and your wealth. We know the importance of imparting your values and wisdom on future generations. The core of any family business is the values and wisdom passed from one generation to the next. By taking the time to establish a well thought out legacy plan will help your family and business thrive for generations to come.

The Process

There are many varied risks that can affect your life’s plan, and many of them overlap into different sections of your plan. Some risks, we have the control, and others can come from nowhere.

We review each possible risk variable, their probability, and severity to help determine which risks need to be dealt with. Through this systematic process we can best assess and help negate the risks that can affect you the most.

How We Help You

A well thought out legacy plan goes far beyond the financial aspects of minimizing taxes and creating a succession plan. It involves determining the values and wisdom that you wish to impart on future generations. When done well, everyone can move forward together creating a cohesive family and businesses. From designing a values statement, to facilitating family meeting, we are here to listen intently to understanding how you will define success and help design a strategy to help your loved ones flourish financially while imparting the legacy that you desire.

Tracking Your Progress

Intently listening to your needs and desires, we will respond to all the changes in your life and to your plan. No plan is set in stone, and we constantly review your plan to help ensure we are utilizing the latest legacy planning strategies. With consistent communication and on-going monitoring we strive to create the best possible plan for you and your family.

Services Offered

  • Family Meeting Facilitation
  • Estate Tax Minimization Planning
  • Values Statement Creation
  • Trust Services
  • Charitable & Philanthropic Planning

  • Business Succession Planning
  • Asset Protection Planning
  • Multigenerational Planning
  • Private Foundations
  • Family Partnerships

Getting Started

All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plan in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.

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