Estate planning for every stage, from your first trust to your family's legacy.

For families with substantial or appreciating assets, well-considered gifting and trust strategies can reduce future estate taxes and support a lasting family legacy. We work with your tax and financial advisors to weigh the opportunities alongside your needs for access, flexibility, and financial security.

Lifetime gifts mean giving up access to and control over what you transfer, and carry income-tax trade-offs. Portability of a spouse’s unused exclusion requires a timely election and eligibility. A SLAT is designed to keep transferred property and its growth outside both spouses’ taxable estates only when the applicable requirements are met.

Property ownership, business interests, and professional responsibilities bring distinct risks. Coordinated entity and trust planning can help separate certain liabilities and provide a more protective framework for the inheritance you leave to the next generation.

Protection varies by asset, ownership structure, and claim, and no structure guarantees it. A revocable living trust does not shield your assets from your own creditors, and an entity does not eliminate liability for your own professional negligence.

A charitable remainder trust can bring together your philanthropic intentions and your family’s financial planning. It can provide payments to you or loved ones, leave the remainder to charitable causes you value, and offer tax benefits when the applicable requirements are met.

The trust is irrevocable. Deductions are subject to limits, and payments to individual beneficiaries may be taxable.