Assistance to Loved Ones
Summer
Planning isn’t just about what happens after we’re gone—it’s also about how we show up for the people we love while we’re still here. In this season of life, we focus on ways to help those who matter most. It’s always better to give with warm hands, not cold ones.
Family & Minor Children
One of the most important reasons to create an estate plan is to protect the people who depend on you. This is especially true for minor children. Naming a guardian ensures that, if something happens to you, your children will be cared for by someone you trust. Beyond guardianship, your estate plan can also provide financial guidance through trusts, naming someone to manage assets responsibly until your children are old enough to do so themselves. Whether you're providing for a child, a family member with special needs, or someone else who relies on you, thoughtful estate planning gives your loved ones the security and clarity they’ll need in uncertain times.
Parents
Many of us find ourselves in the “sandwich generation”—supporting both our kids and our aging parents. It can be overwhelming. That’s why we focus on practical strategies to ease the pressure and help you feel more in control. We help families organize important documents in the cloud, guard against cybersecurity threats and identity theft, and most importantly—get their estate plans in order. Consolidating and simplifying finances can bring peace of mind for everyone.
Charitable Planning
Charitable planning within estate planning allows you to support the causes you care about while also creating potential tax benefits for your estate and heirs. Whether through direct gifts, donor-advised funds, or more advanced tools like a charitable remainder trust, charitable planning can help you leave a meaningful legacy. These charitable giving strategies can reduce estate and income taxes, provide income during your lifetime, and ensure your philanthropic goals are carried out according to your wishes. We help you explore the right options based on your values, assets, and financial goals—so your giving is both impactful and aligned with your broader estate plan.
Post-Mortem Planning
It’s not the most comfortable topic—but having a plan for after you’re gone is one of the kindest things you can do for your loved ones. Some questions to think through: Burial or cremation? Organ donation—yes or no? Want to pre-purchase a burial plot or cremation niche? Would you prefer to prepay for funeral services? Want to write your own obituary, or designate someone who will? Who should manage your social media accounts? Do you want to share a final message—on YouTube, a personal website, or a platform like Medium? These decisions may seem small, but they can remove a huge emotional burden for your family down the line.
Book a Complimentary Discovery Session
Proactive financial planning isn’t a one-time event—it’s a year-round discipline. Ready to see if our Four Seasons of Planning model is a fit for your goals?
Click below to schedule your no-cost Discovery Session. Let’s make sure your strategy is working as hard as you are.