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Estate & Legacy
Written with the estate attorneys at Woodman & Eaton, who have practiced in this area from the same office since 1980.
Estate planning coordinates wills, trusts and beneficiary designations so assets transfer as intended with minimal tax friction. The most common problem is not a poorly drafted will but a well-drafted one contradicted by outdated beneficiary forms, which pass outside the will entirely.
How we help
Estate & Legacy Planning
Your financial plan, coordinated with the legal work of our affiliated law firm, so that wills, trusts and beneficiary designations all point the same way.
Learn moreTax Strategy & Preparation
Proactive tax planning and in-house preparation to optimize after-tax returns and minimize lifetime tax liabilities.
Learn moreFinancial Planning
Life planning that coordinates retirement income strategies, estate planning, tax planning, risk management, and charitable giving into one cohesive blueprint.
Learn moreReading on estate & legacy
All articles
Practical Tips: How to Avoid These 4 Estate Planning Missteps
July 8, 2024
Preparing Your Adult Children for Inherited Wealth
October 15, 2023
Seven Key Tips for Planning Elder Care
June 19, 2023
Ensure Your Life Wishes Are Granted Through Effective Estate Planning
April 21, 2023
5 Steps to Address Concerns About an Aging Parent
September 30, 2022
Talking to your Aging Parents about Finances
June 18, 2022
Protect Your Heirs by Naming a Trust as IRA Beneficiary
July 22, 2018
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