An estate plan decides how your assets pass to the people you choose, and how well they're protected. Without one, the state decides for you, through probate rules that rarely match what you actually want.
We don't draft the documents — that's your estate attorney's job — but we make sure the investment and tax side of your plan supports what the documents say.
What we coordinate with your estate attorney
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Beneficiary designations on retirement and investment accounts, kept current and aligned with the plan
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Account titling and structure, so the right assets fund the right trusts
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Tax-efficient transfer strategies, including step-up in basis and charitable giving
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Liquidity for the estate, so assets don't have to be sold at a bad time to cover taxes or debts
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Regular review as the plan, the tax law, or your family situation changes
Protecting what you've built
A plan that only exists on paper doesn't protect anything. We keep beneficiary designations current, structure accounts the way your attorney's plan intends, and flag gaps — like an outdated beneficiary or an account titled the wrong way — before they turn into a problem for the people you meant to protect.
We plan across state lines
Estate and inheritance tax rules differ from state to state. We work with clients across the country and build the plan around the rules where you actually live.
Match your finances to your estate plan
Tell us about your estate plan, and we'll show you how we'd coordinate the investment and tax side of it.
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