Through effective and practical estate planning, we help families seamlessly pass their wealth to future generations and insure that their long-term wishes are carried out. Our investment professionals have many years of experience in working with trust documents of all kinds, and in helping clients through the difficult time when a spouse or loved one passes on.

Early in the process with a new client we explore specific areas that may need attention, such as making sure that:

• Trust documents are up to date and reflect the client’s wishes
• Assets, such as investment accounts, homes, and other real estate, are titled in the name of the living trust
• Beneficiary designations on retirement accounts, insurance policies, and the like are set up properly

We can also recommend tools to help reduce a taxable estate, such as gifting to children and grandchildren, and setting up generation-skipping trusts or charitable remainder trusts.

Together with our professional network of estate planning attorneys and our long-standing business partner, the Bank of Marin, we are able to address all aspects of this critical area of planning.