Transferring Your Legacy

Sharing Values

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If you’re not talking to your children or grandchildren about what your financial beliefs are when they’re young, those values could be lost on them when they’re adults. Use these tips for how senior family members can better impart their financial views. Read More about Sharing Values

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Framing the Future

What will your legacy be? You may want to make a generous gift or transfer wealth to your heirs. Whatever your plans, preparing in advance allows you to make arrangements that preserve your values and intentions.

Have a Plan

Envision what you’d like to pass on. Is it financial security to your heirs? Gifts to organizations or institutions you care about? Both? Spend time identifying beneficiaries — and assets — and enjoy planning how you’ll share your legacy.

Assess Your Estate Plan

Create a Customized Investment Strategy

Develop an investment strategy that will bring your legacy to life. With your Wealth Advisor, explore both traditional and innovative ways to share your wealth, including trusts, endowments and foundations.

See Our Approach to Investment Management

Grow, Protect and Transfer Your Legacy

Don't just focus on strategies for building your legacy. The value of your estate will vary based on the transfer vehicle you choose. Be informed about wills, insurance beneficiary designations, trusts and other strategies to transfer wealth efficiently.

Explore Estate Planning and Charitable Giving