Leave a Legacy That Lasts for Lifetimes
Our experts provide comprehensive analysis to identify all the elements of your new or existing estate plan, helping you to understand how your plan will function today and in years to come. In partnership with our wealth, investment, and tax teams, we utilize an integrated approach to help you leave your legacy.
Estate planning can be an uncomfortable subject that many people prefer not to discuss because it involves confronting difficult scenarios. However, establishing an estate plan and keeping it updated is important in order to avoid unintended consequences for your family and other beneficiaries.
|Your Goal(s)||Grantor-Retained Annuity Trust||Spousal Lifetime Access Trust||Irrevocable Grantor Trust||Charitable Remainder Trust||Donor Advised Fund|
|Reduce income taxes||✓||✓|
|Reduce estate taxes||✓||✓||✓|
|Reduce capital gains taxes||✓||✓|
|Received fixed income for trust term||✓||✓|
|Receive income for life, hedged inflation||✓|
|Keep assets during the lifetime||✓||✓||✓|
|Help your heirs avoid income tax||✓|
|Art, antiques, patents, and other personal property||✓||✓||✓|