Inheritance Planning
Strategies for passing wealth to children, grandchildren, and causes you care about—efficiently.
Pass on more than money.
Inheritance planning is about more than minimizing taxes (though that matters). It’s about deciding what you actually want to leave behind, who you want to leave it to, and how you want it to land.
Common topics we work through
- Outright vs. in trust. A 22-year-old inheriting $500k outright is different from a 22-year-old inheriting it in a trust with structured distributions.
- Step-up in basis. Holding appreciated assets until death can wipe out decades of embedded capital gains. Useful planning move, often overlooked.
- Roth conversions for the next generation. A Roth IRA inherited by a child can be a tax-free engine for another decade.
- Charitable giving. Donor-advised funds, qualified charitable distributions, charitable remainder trusts—each fits a different situation.
- The conversation. The biggest failure point in inheritance isn’t tax—it’s family. We help families have the conversation before it has to happen at a funeral.
Let's see if we're a good fit.
A 30-minute introductory call—no pressure, no obligation. We'll talk through your goals and whether working together makes sense.