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.

  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

    Read the article

  • June 20, 2023

    Planning for Incapacity: Options for Managing Your Finances

    In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

    Watch the video

  • December 19, 2022

    How to Share Your Values with Legacy Letters

    Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

    Read the article