Private wealth management
Estate Planning, Trusts and Philanthropy
Wealth built over a lifetime deserves a plan that protects it with equal care. We work alongside your attorneys and tax advisors to structure trusts, coordinate estate documents, and align your legacy and philanthropic goals — so your wealth transfers with clarity, minimizes unnecessary taxes and fees, and reflects what matters most to your family.
Take Inventory
We start by building a complete picture of your estate — real property, business interests, investment and retirement accounts, insurance policies, and other holdings. Working directly with your custodians, we make sure nothing is overlooked before your plan takes shape.
Put Your Plan Into Action
Once your attorney has drafted your will, powers of attorney, and trust documents, we help make sure they are properly put into place. This includes promptly funding any trust you establish, reviewing and updating beneficiary designations across your investment accounts, and confirming that assets intended for the trust are correctly retitled.
Our Trust and Estate Specialists are available at (512) 428-8806 to help with asset titling and beneficiary designations on your Schwab Bank, brokerage, and retirement accounts.
Draft Your Estate Plan
We work with you to think through the decisions your attorney will need before your plan is finalized:
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Who should inherit your assets, and in what proportions?
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Who should care for your minor children?
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How much is needed for your children's care and education?
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Who should manage your financial affairs if you become incapacitated?
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Who should be responsible for distributing your assets?
Update Your Estate Plan Regularly
Estate plans need to evolve as your life, your assets, and the law change. We periodically review your documents, accounts, and beneficiary designations with you to keep your plan current and ensure your assets are distributed according to your wishes.
Contact
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