Wills, POAs & Beneficiaries
Get the basics right—and keep them current—so your intentions are clear and legally sound.
- Executor & guardian guidance
- Beneficiary coordination
- Account titling reviews
What We Do
Estate & Legacy
Structures that protect heirs, reduce tax, and reflect your values—coordinated with your legal and tax advisors.
Thoughtful, practical steps that make transitions easier for the people you love.
Tax-Efficient Transfers
Simplify the handoff and reduce friction with strategies designed for families and owners.
- Trusts & estate tax planning
- Corporate share structure reviews
- Insurance for liquidity & tax
Philanthropy & Impact
Make generosity simple and intentional—today and for future generations.
- Donor-Advised Funds (DAFs)
- Private foundations & gifting
- Family charters & values work