Legacy

Some clients plan to have excess assets pass to heirs or charities after their death -- or gift some of these assets during their lifetimes. We work with our clients to make sure their wishes (as donors) are honored while addressing (sometimes unstated) wishes of heirs. We also work to quell potential conflicts amongst siblings and other family members -- who may not see eye to eye re: bequests.

Misunderstandings and ill will can become especially pronounced in blended families. How many stories have you heard of siblings and/or parents who no longer speak to each other due to misunderstandings and suspicions?

To avoid potential inheritance nightmares, we work with an expert team of estate planning attorneys/insurance specialists/tax specialists to tailor the best estate planning strategy that reflects donor and donee concerns.