Everyone should have an estate plan. It can range from a simple will to a complex set of trusts. Estate planning is an integral part of the ongoing process of investment management. We encourage all of our clients to carefully consider their legacy: their money, values and how they want their assets to benefit others. Beyond bequeathing to loved ones, this may include leaving money to an alma mater or another favored charity, creating a charitable trust or endowment fund. Creating a legacy that reflects your personal values can be a complicated process but it?s worth the time and effort.
