Charitable Planning

Many of our clients hope to leave an enduring legacy not only for their family, but for their community. We help clients plan their estates to transfer wealth, both during their lifetime and at death, in a way that will promote the values they choose to encourage, while wisely and effectively addressing the needs that prevent people and communities from flourishing. We also help clients to engage their children and grandchildren in the giving process when appropriate, helping to pass on the legacy and the joy of giving to succeeding generations.