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Legacy & Incapacity Planning

Traditionally, estate planning focuses on minimizing estate taxes and passing as much money as possible to the next generation. This singular focus on the legal and tax details ignores a critical element of any estate plan’s success - that is your heirs’ possession of the practical tools and emotional maturity to utilize their inheritance wisely.

We help you think through the implications of inherited wealth and then devise possible solutions to enhance the chance that the legacy you leave, both financial and emotional, will be a positive one. Once we have a plan that balances all of your objectives, we work with you and your attorney to make it a reality.

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