Charitable Giving & Estate Planning
Plan the Future You Want to Leave Behind
You’ve worked hard to build your wealth — now you’re thinking about how it will shape the next chapter. Whether that means providing for family, supporting a cause you care about, or reducing future tax burdens, estate and charitable planning are how you bring long-term clarity to your wealth.
At our firm, we guide clients through the full scope of planning for what comes next. We help you align your giving with your values, protect what you’ve built, and ensure your wishes are carried out clearly, efficiently, and tax-smart.
Transfer Wealth with Intention — Not Just Paperwork
A Collaborative, Coordinated Approach
We go far beyond legal templates. We begin by listening to what matters to you — your family dynamics, philanthropic vision, generational goals, and the specific outcomes you want to achieve.
From there, we help you explore and structure tools like donor-advised funds, trusts, charitable foundations, gifting strategies, and tax-efficient wealth transfer models. Throughout the process, we coordinate with your estate attorney and CPA to ensure every piece fits together seamlessly.
How We Help You Plan for What’s Next
Estate and charitable planning touches every corner of your financial life. That’s why we:
- Evaluate your current estate documents for alignment and clarity
- Identify potential estate tax exposure and recommend mitigation strategies
- Help structure gifts to family, charities, or future generations
- Review and coordinate your beneficiary designations
- Explore trusts, donor-advised funds, and other charitable vehicles
- Align your giving and transfer strategy with your business interests
- Integrate all of this into your larger financial plan
Common Financial Questions We Help Answer Every Day
What’s the best way to support causes I care about?
We explore tools like donor-advised funds, charitable trusts, and direct gifting strategies to help you give in a way that’s tax-efficient and aligned with your personal mission.
Can I support my children or grandchildren without giving too much too soon?
Yes. We help structure gifts that balance generosity with protection — using trusts, staged disbursements, or educational gifting strategies that match your values and timing.
Will my estate be taxed heavily?
If your estate exceeds federal or state exemptions, taxes can take a serious toll. We’ll model out your exposure and help reduce it through strategic gifting, entity planning, or insurance analysis.
How often should I update my estate plan?
Every few years — or any time your life, wealth, or relationships change significantly. We’ll help you stay on top of it as part of your ongoing planning.