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Designing Your Legacy

Designing Your Legacy

A well-designed financial plan will not only assure you a comfortable lifestyle, but will also afford you opportunities to create a durable legacy to benefit individuals and institutions of your choosing.  Quadrant helps clients craft estate plans to meet their highly individualized family goals and philanthropic interests.

Quadrant works with clients to ensure that their estate plans are effective as well as appropriate.  Our work may include:

  • Review estate planning documents (e.g. wills, trusts, powers of attorney)
  • Review how assets are titled to ensure consistency with overall plan
  • Review beneficiary designations on non-probate property
  • Implement strategies for maximizing use of gift and estate tax credits, and carefully consider any state gift and estate tax rules
  • Explore lifetime gifting and estate-freeze strategies
  • Explore sophisticated lifetime and generational wealth transfer strategies

Quadrant also works with clients to achieve their charitable goals.  We work with clients to devise optimal giving strategies, including the following:

 

  • Using appreciated assets for gifts
  • Donor advised funds
  • Charitable trusts
  • Private foundations
  • Planned gifts