Estate & Legacy · 2024
A legacy that passes cleanly
Multi-generational family
−41%
Estate tax
Minimized
Probate assets
Yes
Heirs briefed
Overview
A family with significant assets wanted their wealth to reach the next generation with clarity, privacy, and minimal friction.
The situation
Their estate documents were a decade out of date, beneficiaries were inconsistent across accounts, and a growing estate risked a substantial tax bill and a messy probate for their heirs.
Our approach
We reviewed every title and beneficiary, coordinated a revocable-trust structure with their attorney, and layered in an annual gifting plan to move wealth efficiently during their lifetime.
The outcome
The estate now transfers largely outside probate, projected estate tax fell sharply, and the next generation understands the plan because they were brought into the conversation early.
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