Estate Planning
Protecting your family legacy while minimizing estate taxes
- Wills & Living wills
- Healthcare powers of attorney & Durable powers of attorney
- Revocable living trusts & Irrevocable living trusts
- Charitable trusts & Family foundations
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Related insights
How to Prepare Financially for the Death of a Spouse
You and your spouse have done everything right financially. Except you didn't consider the impact when one of you dies first. Preparing for the financial aftermath of a spouse's death is crucial. Even with diligent retirement planning, the financial landscape can...
Stewarding the Family Business – How to be Nimble for Future Generations
A short while back, you might have read the headlines about Yvon Chouinard, a reluctant billionaire and founder of Patagonia, giving away his 3 billion dollar company. Rather than sell it off or give it to his children, he transferred 98% of the company to a newly...
Navigating Widowhood: 17 Essential Steps and Resources for Financial Stability
Losing a spouse is an emotionally devastating event that abruptly brings an array of financial and administrative tasks. In the fog of grief, there is no easy guidebook for what can seem like trivial details and yet can have significant, long-term impacts. It is...
Understanding the Alternative Minimum Tax: Strategies for Wealthy Individuals
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it's a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of taxes, the...
