You have options. Understanding those options and how to make the right decisions for you can be complex and frustrating. It’s important to my clients that I demystify the law and help them understand how their legacy is protected and carried out for generations to come. Every service I provide is completely designed for each client and consistently revisited.
This is the starting place for estate planning. After understanding you, your family, and the values you hold dear, we design a plan to carry out your legacy. These documents include revocable trusts, wills, financial powers of attorney, and health care directives. A letter of wishes is one of the most powerful parts of foundational planning because it puts your values on paper as a guide for carrying out your plan. This letter is a living document. It should be updated as your life changes and as your beneficiaries grow and mature.
Benefits from foundational planning include:
We build from your foundational planning here. Clarity and understanding are crucial. Together we will discuss wealth transfer strategies and spell out your detailed desires while protecting against potential pitfalls. We’ll dig deep into your assets, objectives, and concerns to ensure that your plans are designed specifically to your financial obligations and heart-felt values.
Benefits from advanced planning include:
Many clients ask me to design and implement charitable plans to ensure their philanthropic ideals are carried out now and in the future. We will dive deeply into what is important to you and the best way to make your charitable gifts—whether it’s a one time contribution, a structured series of gifts, or a gift to be made at death. As one client put it, we help “make stewards of the family wealth.”
Both start-up nonprofits and 100-year old organizations face the same kinds of compliance issues. Clients who want to make international gifts share the same concerns as clients who want to negotiate naming agreements with major universities. Many organizations have asked me to help build out planned giving and development programs. Some have engaged me to be an out-sourced planned giving consultant. Let’s build your organization’s future together.
You’ll want to read this. Trust me.