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Leaving a Legacy

Leaving a Legacy

Leaving a legacy is more than giving your money away. We facilitate your family mission statement around shared family values.  When family members define and communicate their family values, they begin to realize higher levels of unity, greater clarity in their life choices, sound decision making and stronger family relationships. Communication and trust are at the core of a successful wealth transfer and legacy planning process.

We guide our clients as they explore using wealth to further their values and people they cherish, matching aspirations to strategies. Our expertise includes:

  • Estate planning for traditional and non-traditional families
  • Multi-generation and intergenerational planning
  • Guided philanthropy
  • Tax-sensitive giving strategies
  • Family dynamics
  • Pre-Nuptial Agreements
  • Heir preparation and education
  • Family installment sales
  • Family split-dollar life insurance
  • Family limited partnerships
  • Generation-skipping trusts
  • Will and trust analysis
  • Trust selection and management
    • Insurance trusts
    • Irrevocable life insurance trust (ILIT)
    • Qualified personal residence trust (QPRT)
    • Qualified terminable interest property trust (QTIP)
    • Grantor-retained interest trust (GRIT)
    • Grantor-retained annuity trust (GRAT)
  • Charitable giving
    • Private foundations
    • Donor-advised funds
    • Charitable remainder trusts
    • Foundation and endowment funding
    • LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.