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Legacy Planning

What is your legacy?

What is your legacy?

We believe a robust estate plan is a critical component of comprehensive financial planning. We work in tandem with your estate planning attorney to build a plan that honors your legacy, protects your loved ones, and distributes assets in accordance with your wishes. By collaborating with your CPA, we’ll strategize ways to minimize taxes and maximize the estate you pass on.


We specialize in private family foundations

Philanthropy should be a central part of your estate planning strategy, and a private family foundation can help maximize your giving impact. A family foundation can be the perfect vehicle to bring passion and philanthropy together that, unlike a trust, can extend into perpetuity, sustaining your legacy for generations.

Philanthropy is woven into the fabric of our firm, starting with our founder, Pat Willis. We are dedicated to giving back to our community, and with our sophisticated, customizable solutions, we can help you give back to yours. 

Check out this quick video on estate planning strategies for philanthropic activities and contact us to discuss the strategy that’s right for you.

Education Library

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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