Estate Planning & Strategic Charitable Giving
Protecting Your Legacy and the People You Love
Estate planning is about so much more than documents and tax strategies. It's about ensuring your spouse has the income needed to live comfortably. It's about giving your children and grandchildren the education and opportunities you've dreamed of for them. It's about supporting the causes closest to your heart. Most importantly, it's about having peace of mind knowing that everything you've worked so hard to build will be protected and used exactly as you've intended.
We understand that these conversations can feel overwhelming or even uncomfortable. Many of our clients have spent decades building wealth but haven't taken the time to thoughtfully plan what happens next. That's where we come in. April and our team bring both the technical expertise and the compassionate guidance to help you navigate these important decisions with confidence and clarity.
How We Support Your Estate Planning Journey
Together, we'll walk through the essential elements of a comprehensive estate plan, ensuring nothing is overlooked. This includes creating valid and current wills for all adults in your family, evaluating your insurance coverage to ensure adequate protection, understanding ownership structures such as joint tenancy agreements, exploring advanced estate planning opportunities including the strategic use of living trusts, and designing meaningful charitable giving strategies that reflect your values.
The Questions That Keep You Up at Night
We know the questions you're thinking about because our clients share them with us every day. Will our wealth be a blessing or a burden to our children? How can we teach the next generation to respect the financial values that have guided us? Can we generate reliable monthly income from our savings to maintain our lifestyle in retirement? Is there a way to minimize the tax impact on our estate so more goes to the people and causes we care about?
And for many of our clients approaching or in retirement, there's the deeply personal question of when and how to downsize from the family home or farm that holds decades of memories. This transition can feel both liberating and bitterswea—we're here to help make it as smooth and positive as possible.
A Partner Who Truly Cares
Estate planning isn't just a technical exercise for us. We've walked alongside families through some of life's most significant transitions. We've seen the relief that comes from having a thoughtful plan in place. We've witnessed the gratitude of adult children who've been spared difficult decisions because their parents planned ahead. And we've experienced the joy of helping clients create charitable legacies that will make a difference long into the future.
You don't have to navigate these decisions alone. April and our team are here to listen, guide, and help you create an estate plan that honors your lifetime of hard work and reflects what matters most to you.
Ready to start the conversation?
Schedule a confidential consultation to discuss your estate planning goals in a comfortable, judgment-free environment.
