Broker Check

Charitable Estate Planning

While all families of wealth can benefit from a good estate attorney, planning driven by legal processes alone often miss the power of philanthropy. We will help you create pre-inheritance experiences designed to teach your heirs the value of generosity and wise money management so you can see how they respond and what more they need to learn.

By measuring how much you may need for yourself, we can show you how much you can afford to safely give away.

Have a Question?

Thank you!