Many estate plans are legally sound but practically incomplete. We focus on making sure your planning moves beyond documents—coordinating beneficiary designations, ownership structures, and investment strategy so your plan functions as intended when it matters most.
Legacy Planning
Planning focused on the future
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Integrated Estate Planning
Legacy is built upon proactive care, coordination, and a clear understanding of what matters most.
Beyond Wills & Trusts
Multi-Generational Planning
Legacy planning is about more than asset transfer—it’s about preparing families. We help clients think through how wealth is introduced, managed, and sustained across generations, with structures designed to provide clarity, flexibility, and long-term support.
Aligning Values & Impact
For clients who wish to make a broader impact, we help design philanthropic strategies that are intentional and efficient—whether through donor-advised funds, trusts, or long-term giving initiatives. The goal is to support causes you care about while integrating generosity into your broader financial plan.
A Fully Integrated Strategy
We integrate estate strategy with tax planning and portfolio management to help reduce friction, inefficiency, and unintended consequences. The result is a cohesive plan designed to preserve wealth, support beneficiaries, and adapt as laws and family dynamics evolve.
Charitable Giving
Crafting an impactful legacy
Philanthropy is most powerful when it’s approached with the same care and discipline as the rest of your financial life. Rather than treating giving as an afterthought, we help clients design charitable strategies that align with their values, support the causes they care about, and integrate seamlessly with their broader wealth plan.
At EdgeRock, we view philanthropy as both an expression of purpose and a planning opportunity—one that can create meaningful impact while enhancing tax efficiency and long-term flexibility.
We help evaluate and implement charitable tools such as donor-advised funds, charitable trusts, and foundation strategies—each designed to support different goals around control, timing, and legacy. The right structure can simplify administration, improve tax outcomes, and provide clarity for both donors and beneficiaries.
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Multi-Generational Strategy
Preparing Family for What Comes Next
Family planning often involves tradeoffs between flexibility and control. We help evaluate trust structures, distribution frameworks, and governance considerations designed to support beneficiaries while protecting long-term outcomes.
Clarity & Communication
We work with clients to define the purpose behind their planning—how assets should be used, protected, and distributed. Clear structure helps reduce uncertainty and ensures your intentions are carried forward as circumstances change.
Balancing Access & Protection
Family planning often involves tradeoffs between flexibility and control. We help evaluate trust structures, distribution frameworks, and governance considerations designed to support beneficiaries while protecting long-term outcomes.
Education & Engagement
For families who wish to involve children or future generations, we help create opportunities for education and participation—introducing financial responsibility gradually and intentionally, rather than all at once.
Adapting Over Time
Families evolve. So should their plans. We regularly revisit structures as family dynamics, laws, and goals change—helping ensure your legacy remains relevant, durable, and aligned.