legacy planning Archive

Multi-Generational Trusts: Protecting Wealth While Preserving Your Family’s Independence

I’ve had a version of this conversation more times than I can count. A couple sits across from me, and one of them says something like, “We built this. We want our kids to have it. But we don’t want it to ruin them.”…
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Donor-Advised Fund or Private Foundation? Choosing the Right Giving Vehicle for Your Family

There’s a moment I see happen with a lot of the families I work with, usually a few years after a business sale or once retirement is well underway. The financial plan is solid, the portfolio is diversified, and the conversation starts to shift….
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Legacy Planning: Ensuring Your Mission Lives On

Ask yourself, “What do I want to be remembered for?” When we think about the legacy we’d like to leave behind, our thoughts drift toward those more immaterial things that might not fall neatly into a will or estate plan. That’s because true legacy…
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