Estate & Legacy Planning

Your retirement plan should reflect both your lifetime needs and your wishes for the future. I help coordinate the financial aspects of your legacy goals, working alongside you, or you and your estate attorney or other professionals, to ensure your retirement and estate plans work together. Whether you need focused guidance through hourly ad hoc consultations or prefer a Comprehensive Retirement Plan, I'll help you understand how your retirement decisions impact your legacy.

Review beneficiary designations

across all retirement accounts and insurance policies to help ensure your assets will transfer according to your wishes and avoid potential distribution complications

Design IRA inheritance strategies

that consider recent rule changes and tax implications for your beneficiaries, helping to maximize the value of your legacy while minimizing tax impact

Review your estate documents

from a financial perspective, helping you understand how your wills, powers of attorney, and healthcare directives integrate with your retirement plan

Work in tandem with your estate attorney

providing the retirement planning perspective to help ensure your financial and estate plans are properly aligned to achieve your goals

Analyze trust options and account structures

that might benefit your situation, considering both your retirement income needs and your legacy goals

Develop tax-efficient charitable giving strategies

that align with your philanthropic goals, including lifetime giving and legacy arrangements that benefit both you and your chosen causes

Create strategies for sharing your legacy

during your lifetime, helping you balance current gifting goals with maintaining secure retirement income

Contingency plan

for managing your estate if you’re no longer able to