A clear, legally valid, and up-to-date estate plan ensures that your family will be supported after you pass away, and that your wealth goes as you intended, to your loved ones and the organizations and causes you wish to support. Without such a plan, your assets may be subject to probate court, unnecessary taxes, and the actions of unintended recipients or people who did not understand or value your intentions. We help you to create a clear, legally sound legacy strategy that protects your loved ones and honors your intentions and values, through the following services*:

• Ensuring that your investment accounts are property titled and have the appropriate ownership structure, and that your beneficiary designations are in place, up-to-date, and aligned with your intentions regarding who should receive your account assets when you pass away
• Reviewing your existing estate plan and documents, such as trusts and wills
• Helping you to understand the basic estate planning documents and what they do – wills, trusts, durable power of attorney, advance healthcare directive (living will), beneficiary designations, and guardianship designations
• Helping you to build an estate plan through a partner organization or referral to a local attorney, if you don’t already have an estate plan in place
• Partnering with attorneys and corporate trustees as needed to implement or design trusts, manage complex estate plans, and identify areas of opportunity
• Helping you to minimize estate taxes
• Facilitating your charitable giving

*This information is not intended as a substitute for personalized legal advice. We suggest that you discuss your specific situation with a qualified estate attorney.

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