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Legacy Planning

Focused on Your Legacy

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 or business is the values and wisdom passed from one generation to the next. Taking the time to establish a well thought out legacy plan will help your family and business thrive for generations to come.

The Process

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 control over 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

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, creative a cohesive family and businesses. From designing a values statement, to faciliating family meetings, we are here to listen intently to understanding how you will define success. We help you design a strategy to allow your loved ones to flourish while imparting the legacy and values that you desire.

List of Services

Our capabilities are numerous and include the following:

  • Family Meeting Education
  • Estate Tax Minimization Planning
  • Values Statement Creation
  • Trust Services
  • Charitable & Philanthropic Planning
  • Business Succession Planning
  • Asset Protection Planning
  • Multigenerational Planning
  • Private Foundations
  • Family Partnerships

Get 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 plans in place and looking for a complimentary 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.