Estate Planning
Estate planning is where wealth meets values. We coordinate with your attorney to ensure your documents, beneficiaries, and asset titling actually reflect what you intend to happen.
Beneficiary & titling audit
We routinely find six- and seven-figure assets pointed at the wrong person. This is where most plans actually break.
Trust strategy review
Revocable, irrevocable, SLATs, and dynasty structures — coordinated with your estate attorney, not in isolation.
Lifetime gifting & exemption planning
Annual exclusion, lifetime exemption, and step-up planning structured around current and projected estate tax rules.
Charitable structures
DAFs, CRTs, and private foundations sized to your goals and integrated with your income tax plan.
Legacy & family conversations
Optional facilitated conversations so heirs aren't surprised — and aren't fighting — when documents matter most.
Coordinated execution
We work directly with your attorney, CPA, and trustees so the plan on paper matches the plan in practice.