Proper estate planning optimizes goals. We are big believers in early planning and discussions about estate structure, philanthropy, and wealth transfer.

The sooner these discussions happen, the more options there are. We work with large and complex families as well as families that are new to significant wealth. Understanding the myriad of options and the long-term implications of these structures is crucial to the success of your plan and future generations. We love working collaboratively to find elegant solutions for efficient philanthropic and wealth transfer goals. We review the current estate structure with our in-house experts and provide an overview of the existing estate with areas to focus on as well as relevant options to consider. We then work collaboratively with your estate attorney to implement solutions. If you don't have an attorney, we can provide recommendations.

Our analysis includes a review of all existing estate documentation:

• Wills, trusts, financial and healthcare powers of attorney, beneficiary designations

• LLCs, LLPs, S Corp, C Corp and other entities

• Retirement plans such as workplace 401(k) plans and individual retirement accounts

• Insurance policies

• Complex assets (commercial buildings, airplanes, farms, timberland, art, other collectibles)

• Ownership structures of privately owned businesses

• Philanthropic history or intent

• Impact of tax law changes on financial plans