Family Legacy Planning
Create a legacy that reflects your values—supporting your family, honoring your wishes, and making a lasting impact on the causes you care about.
Legacy planning brings together family gift giving, estate planning, and charitable gifting to ensure your values and wishes are honored long after you’re gone.
Thoughtful gift-giving allows you to share wealth and create memories with loved ones. Estate planning provides a clear roadmap for your assets. And charitable giving extends your impact beyond your immediate circle, supporting causes that reflect your passions.
Together, these elements create a comprehensive legacy that reflects your life’s purpose.
A comprehensive approach that touches every aspect of your financial life.
Share your wealth during your lifetime, witness its impact firsthand, and create lasting bonds with those you love.
Ensure your assets are distributed according to your wishes, reducing conflict and providing financial stability for heirs.
Extend your impact beyond your family, supporting causes that reflect your passions and leaving a mark on the world.
Family Gift Giving
Gifting your wealth to family during your lifetime is a profound expression of love, trust, and care. Beyond financial security, it’s a tangible way to demonstrate your desire for their happiness and prosperity.
By sharing while you’re alive, you have the privilege of witnessing the impact firsthand, fostering deeper bonds, and creating lasting memories.
Strategic Benefits
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Gradually reduce the size of your taxable estate through annual gifts, lowering potential estate taxes after your passing.
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Assets transferred as gifts are generally no longer part of your estate and may be protected from creditors and legal claims.
03
Gift income-producing assets to family members in lower tax brackets, resulting in lower overall income tax liability.
04
Transfer future appreciation to your heirs by gifting assets when values are lower, any subsequent growth accrues to beneficiaries.
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Provide financial support during your lifetime—funding education, helping buy a home, or starting a business.
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We help navigate the complexities of gifting in larger families, creating plans that maintain harmony while protecting your wellbeing.
Maximize your family’s success by front-loading a 529 college savings plan with up to five years of contributions without incurring gift tax. Double this benefit if your spouse makes the same contribution. This powerful strategy won’t count toward lifetime gifting exemptions if no other gifts are made to the same beneficiary during the five-year period.
Charitable giving extends your values and compassion beyond your immediate circle. By supporting causes that align with your beliefs, you contribute to meaningful change and help address critical needs in society.
It enriches your own life too, fostering purpose and fulfillment as you witness the difference your contributions make. And it can inspire others to give, creating a ripple effect that amplifies the good you’re doing.
We’re here for you to discuss any changes or milestones in your life. With diligent stewardship, guidance, and an experienced team of professionals, we help your family live up to its fullest potential. We’d be happy to schedule a roundtable with your tax advisor and estate planning attorney to explore what options make sense for your circumstances.
We integrate gifting, estate planning, and charitable giving with your overall financial strategy, so every piece works together seamlessly.
Gifting can be complex in larger families. We help create plans that maintain family harmony while protecting your retirement and financial wellbeing.
We coordinate with your tax advisor, estate attorney, and other professionals to ensure everyone is aligned on your family's gifting and legacy wishes.
We don't earn commissions. Our advice is always in your best interest—dedicated to making a meaningful impact in your life.
Schedule a complimentary consultation and discover how your wealth can create a lasting legacy.
