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Estate and Legacy Planning
Built to Protect What Matters Most
Preserving Wealth, Values, and Intent for Future Generations
Estate and legacy planning at One Charles is part of a broader financial planning process designed to provide clarity over how wealth, property, and financial assets are managed and transferred. We help clients align essential documents and beneficiary designations with their financial situation, family priorities, and long-term values.
We coordinate with each client’s attorney and other professionals to address estate taxes, probate considerations, and asset protection priorities. While we do not provide legal advice, we help bring structure to decisions that protect wealth and support future generations.
How We Help
We provide estate and legacy planning services that bring structure to decisions involving assets, control, and inheritance. Our focus is on creating a coordinated estate plan that can adapt as life circumstances, family needs, and finances change.
We help clients identify and maintain the essential documents most estate plans require, including wills, beneficiary designations, and other legal documents that clearly reflect wishes and define responsibilities.
When appropriate, we help clients evaluate a revocable living trust to support efficient transfer of property and assets and simplify the probate process for beneficiaries.
We assist with coordinating durable power arrangements and documenting medical decisions so trusted individuals can act on a client’s behalf if needed.
We work with clients and their advisors to review estate taxes and gifting strategies, including considerations for gift tax purposes, with an emphasis on planning efficiently over time.
We review how real property, bank accounts, and other assets are titled and accessed, with attention to creditor exposure and long-term control.
Legacy planning focuses on how wealth and resources are intended to pass to heirs, support charitable priorities, and preserve family relationships across generations.
A Fiduciary Approach to Estate and Legacy Planning
As an independent advisory firm, we act under a fiduciary duty grounded in objectivity. While we do not provide legal advice, we coordinate estate planning with each client’s attorney to support a disciplined plan aligned with individual circumstances and values.
Preparing for What’s Next
Legacy and estate planning requires review as life events, family needs, and tax considerations change. We help clients keep plans current so wishes are reflected and assets are transferred as intended.
Contact our team to begin the conversation.
