Estate & legacy planning

For the people you love.

Your family, your practice and your wishes deserve a connected plan. We help bring the financial details into the work you do with your attorney.

Discuss your priorities
A father sharing a joyful moment with his two daughters outdoors

Why it’s different for physicians.

An estate plan touches how assets are held today, who can act for you and what happens to your interests later.

Liability that follows you

Malpractice and personal liability claims can reach personal assets when they exceed coverage.

Rules that vary by state

Asset-protection law differs by state, and many physicians are licensed in more than one.

Protection comes first

Structures generally work best when they are in place before a claim. No structure guarantees protection.

Protect, then pass it on.

Built in order with your attorney, who provides legal advice and drafts the documents.

01

Protect

Review exposure, insurance limits and possible legal structures with your attorney.

02

Structure

Wills and trusts, plus a review of account titles and beneficiary designations.

03

Transfer

Gifts and lifetime-exemption planning, coordinated with your tax professional.

04

Legacy

Charitable giving and practice succession aligned with what you want to leave behind.

Common questions.

I already have a will. What else should I review?
Bring the will and other existing documents, together with account titles and beneficiary designations. Your attorney can review trusts, powers of attorney and other legal needs while the advisory conversation addresses the financial implications.
Can you work with my existing attorney?
Yes. Coordination helps connect your account and planning decisions with legal documents. Confirm each professional’s responsibilities and fees at the outset.
How does practice ownership fit?
Ownership agreements, succession plans and the value of your interest may affect both household and estate decisions. Include the relevant practice professionals in that review.
What about malpractice and creditor exposure?
A medical career can raise asset-protection questions. Review exposure, policy limits and possible legal structures with your attorney and insurance professionals; no structure guarantees protection.

Begin with what matters.

Tell us about the people and priorities you want your plan to support.

Schedule a call