Managing and transferring personal wealth
As you consider your longer-term legacy planning, we'll implement your charitable intents and establish trusts for grandchildren and other heirs.
- Lifetime credit shelter trusts
- Grantor retained annuity trusts
- Charitable trusts
- Asset protection trusts
- Dynasty trusts
- Simple gifts and loans
- Educational funds
- Family governance and education
Talk to one of our planning professionals to find out how you can leave a legacy for your heirs and charitable causes.