Preserve your wealth, support what matters, and shape a lasting legacy.
Estate and charitable planning is about more than transferring assets. It is an opportunity to provide for the people you love, support the causes that matter to you, and bring greater clarity to the legacy you intend to create.
Waypoint helps clients align estate planning, trust strategies, charitable giving, and wealth transfer with their broader financial priorities. We consider your family, liquidity needs, tax considerations, philanthropic goals, and long-term intentions—bringing a coordinated perspective to decisions that can shape generations.
A Thoughtful Approach to Legacy Planning
Whether you are establishing a trust, making charitable gifts, planning for future generations, or preparing to transfer complex assets, we help you evaluate your options with care and purpose.
Our guidance may include:
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Estate and multigenerational wealth transfer planning
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Trust planning and coordination
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Charitable giving and philanthropic strategy
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Gifting, beneficiary, and liquidity considerations
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Collaboration with attorneys, CPAs, trustees, and other advisors
Planning in Partnership
Estate plans are strongest when financial, legal, and tax considerations are aligned. Waypoint works alongside your professional advisors to help ensure your plan reflects the full picture—supporting the people and institutions you care about while providing confidence in the direction of your wealth over time.
Think of it this way: if you don’t plan for your estate, it will inevitably be done for you. Most often the state will intervene, which can take a toll in taxes, time and additional emotional stress for loved ones. That is why it is important to develop your own estate plan.
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We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. We have access to experts in trusts, insurance, philanthropy and family dynamics.
Our team is also adept at working with other professionals – such as CPAs and attorneys – to help ensure a well-coordinated approach, that your wishes are communicated to all involved, that your thoughts are thoroughly and accurately documented, and that your plans are amended appropriately as new marriages and births occur in your family.
There are various instruments that work within your overall estate plan to provide certainty and control over everything you’ve worked for and accumulated during your lifetime, regardless of asset level. Examples include wills, trusts, insurance policies, and carefully considered durable powers of attorney.
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Using instruments such as these can give you the confidence of knowing that your estate will be handled as you wish and can potentially exclude probate – a lengthy and expensive process.
Well-documented estate plans may also help your family avoid the court’s involvement in appointing a guardian or conservator in the event of incapacity. Thorough documentation can provide for long-term care or education for children or grandchildren while other investment vehicles can provide for a favorite charity.
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Our team works with you and your other professional advisors to ensure your wishes are communicated in writing and are legally binding. Moving forward, we will revisit your plan to help ensure it is up to date.
Making charitable giving part of your financial and estate plan enables you to support the charities and causes you love, now and in the future. Moreover, having the right charitable giving strategy can help further your overall wealth management plan.
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There are many ways to make charitable giving part of your overall financial plan, each with its own level of control and tax benefits. Some options provide immediate or future tax deductions while others can provide a continuous income stream. In any case, our goal is to help ensure tax-efficient giving so that your estate or charity of choice receives the most benefit from your gift.
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Our knowledgeable team can provide recommendations that not only benefit you now but provide the opportunity to shape the way you wish to be remembered.
Bring Clarity to Your Legacy
Explore an estate, trust, and charitable giving strategy designed to reflect your values, support the people and causes you care about, and provide direction for the years ahead.