Estate and Trust Planning

Estate & Trust Planning

We know creating a plan for your estate is about much more than transferring your wealth or optimizing taxes. It’s about your intentions, values, family and legacy. It’s about creating the groundwork for positive change. By anticipating and leveraging the distinct financial complexities of each generation of your family, we help maximize your impact both throughout your lifetime and well into the future.

What you may be thinking:

  • Will my family’s wealth be safeguarded for generations to come?
  • How can I ensure the legacy I leave is significant and lasting?
  • Have all my essential documents been created and updated recently?
  • How can I help family and charitable causes now and in the future?
  • Who will be responsible for carrying out my wishes?

Our Approach

First and foremost, our view of your bigger financial picture helps us to best align your financial strategy with your estate plan and make sure they’re working in tandem toward the same goals. We help you fully understand the language and intent of your estate plan and collaboratively review it on a regular basis to ensure it remains as up to date and beneficial as possible, especially as estate laws change over time. We believe our broader purview puts us in a unique position to help ensure that all of your objectives are met.

How Buckingham Helps

Our Estate & Trust Planning Conversations

  1. Family Wealth Transfer Planning
  2. Estate Plan & Trusted Contact Review
  3. Estate Tax Analysis and Mitigation Planning

Additional Services

Estate & Trust Planning correlates with these other wealth management conversations.

Net Worth Development

Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.

Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

Charitable Giving

Support causes that align with your values while better positioning your financial future.

Related Articles

See our latest thoughts and insights on Estate & Trust Planning.

  • November 25, 2024

    Navigating Conversations About Inheritance With Adult Children

    Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.

    Watch the video

  • October 21, 2024

    Romance in Retirement: Financial Considerations When Marrying Later in Life

    Marrying in retirement may come with tax, estate planning and financial ramifications.

    Read the article

  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

    Read the article