Legacy Planning
We help preserve and transition your wealth to future generations through strategic estate planning. Our team will work with you to develop thoughtful inheritance and charitable giving strategies that align with your values

Trust Establishment
We partner with your attorneys to create trust strategies that protect both current and future needs. Our planning encompasses various trust structures - including Dynasty, Crummey, Generation-Skipping, and Grantor-Retained Annuity Trusts - designed to secure your legacy and protect your loved ones.

Business Strategy
In partnership with Wells Fargo Business Owner Advisory, we guide you through comprehensive exit planning - whether transitioning to family members or preparing for sale. Our coordinated approach helps structure the transition to align with your family's long-term wealth objectives.

Charitable Remainder Trusts
We guide clients through the process of establishing and managing Charitable Remainder Trusts to help them achieve both their philanthropic and financial objectives. Working in coordination with estate planning attorneys and tax professionals, we assist with structuring the trust, selecting appropriate assets to fund it, and monitoring its performance over time. This approach can provide a steady income stream for the donor or beneficiaries, reduce overall tax exposure, and ensure meaningful support for the chosen charity.

Irrevocable Life Insurance Trusts
We assist clients in establishing and overseeing Irrevocable Life Insurance Trusts (ILITs) as part of a comprehensive estate and legacy plan. By coordinating with estate planning attorneys and tax advisors, we help ensure the trust is properly structured, the right life insurance policy is selected, and premiums are managed effectively. An ILIT can remove the policy’s proceeds from the insured’s taxable estate, helping to preserve assets for beneficiaries and achieve long-term financial objectives.