You’ve worked hard to grow your wealth and build a comfortable life for you and your loved ones. Now you want to ensure that they– and future generations – are cared for after you’re gone. You also want to share your good fortune with others. To accomplish both, you need a tax-efficient estate and gifting plan.
Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating your tax liabilities and those of your heirs. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift and tax laws.
Estate planning is one of the most priceless and enduring gifts you can give your loved ones—and yourself.
Your legacy provides loved ones with the resources to pursue their passions and puts them on the path to financial well-being. But ensuring these resources last is a challenge. We help you build a lasting legacy that:
Your life isn’t static, and your estate plan shouldn’t be either. We monitor it regularly to make sure it keeps up with you, your family, and changing tax laws.
The most important reason for estate planning is to give yourself and your loved ones peace of mind. Creating your estate plan gives you control. As I’ve often said to many clients over the years, if you don’t have an estate plan, the state will write one for you (also known as an intestate statute), and its likely not what you would want. At Cerity Partners, we work with clients to create a full comprehensive financial and estate plan for individuals to protect both their wealth and well-being.
Many people equate estate planning with wills and irrevocable trusts. While these tools do serve a purpose, they likely won’t address all your needs. Our planning specialists understand the nuances of designing effective and tax-efficient estate plans and trusts for affluent families here and abroad.
Estate and gift planning are just one aspect of your financial life. We help you manage the full picture.