Estate & Legacy Planning
What you've built, passed on the way you intend.
A lifetime of work deserves a deliberate ending, one that provides for the people you love and the causes you believe in. We give you the structures to decide exactly how your legacy carries forward.
Schedule a callestate planning services to preserve what you've built
Estate and legacy planning is the thoughtful arrangement of your assets, wishes, and family structures so that what you've built is passed on with intention, not left to chance. It protects the people you love, supports the causes you care about, and reduces the confusion, potential taxes, and delays that can fracture a family's future. Our estate planning services involve working alongside your attorneys and tax advisors to create a clear, durable blueprint for the next generation. When you're ready to put your legacy in order, reach out to our financial advisors for help.
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Estate & Legacy Planning
Planning the Estate
- Managing estate-tax exposure
- Valuing what makes up the estate
Trust Structures
- Living trusts
- Credit-shelter arrangements
- Corporate trustee services
Providing for Heirs
- Beneficiary and transfer-on-death planning
- Lifetime and annual gifting
- Orderly transfer of assets
Giving Back
- Charitable remainder trusts
- Bequests
Start a conversation.
Tell us a little about you. There's no pressure and no obligation. Just a conversation.
Contact usInvestment advisory services offered through Pax Mentis. Certain services described are provided in coordination with outside professionals and may be subject to eligibility and availability.