Multi-Generational Legacy & Estate Planning
Preserving Intent, Values, and Flexibility Beyond a Single Lifetime
Intentional planning to preserve wealth, values, and control across generations
About This Service
Structures that move wealth to the next generation with intent: SLATs, dynasty trusts, and annual-exclusion gifting; beneficiary-designation audits across every account; 529 superfunding for education; and third-party attorney review of wills, trusts, and powers of attorney.
Who This Is For
- You want to plan beyond your lifetime
- You are concerned about estate complexity
- You want intentional wealth transfer
What's Included
- SLATs, dynasty trusts & annual-exclusion gifting
- Beneficiary-designation audits across every account
- 529 superfunding for education
- Third-party attorney review of wills, trusts & powers of attorney
- Wealth-transfer documentation
Frequently Asked Questions
We're adding FAQs for this service soon. In the meantime, browse all FAQs or ask us directly.
A Client's Experience
A widowed physician with a $6M estate, three adult children, and a significant IRA had never updated her beneficiary designations since her divorce 12 years earlier. Her ex-spouse was still listed as primary beneficiary on her largest retirement account. After our comprehensive estate audit, we coordinated with her estate attorney to update all designations, implement a charitable remainder trust for appreciated stock, and establish 529 accounts for her grandchildren — all within 60 days.
These are hypothetical scenarios for illustrative purposes only and do not represent actual clients or results. Past outcomes do not guarantee future results.
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