Anyone, regardless of age or wealth, can leave a legacy.

Creating a Legacy Plan is a strategic and thoughtful way to support your favorite charitable organizations and causes, establish scholarships and awards, and/or honor people who are important to you. It also can be a great way to share your values, passions and hopes for the future with your family.

An Endowment Fund is the most common way to implement your plan and is typically established through a gift from your estate.

There may be tax benefits that can be achieved during your lifetime or for your estate. We encourage you to discuss specific options with your professional advisors, with whom we are happy to work as you develop your plan.