Estate Planning That Preserves What Matters Most
Your legacy is more than assets and accounts. It’s the values you’ve lived by, the people you love, and the impact you want to leave behind. We’re here to help you protect all of it.
A Plan for Your Personal Situation
Families Planning for the Next Generation
Whether you’re thinking about how to support adult children, fund grandchildren’s education, or ensure fair treatment among heirs, we help you structure your estate in ways that align with your intentions—and prepare your family for the responsibilities that come with wealth.
Multi-Generational Wealth Holders
Managing substantial inherited wealth while honoring deep-rooted family traditions requires a delicate balance. We help families modernize their approach to wealth, from philanthropic foundations to complex trust management, while preserving the legacy and values that have been built over generations.
Business Owners & Entrepreneurs
Your business is likely your most significant asset. We coordinate estate planning with succession strategies, business valuation, and tax-efficient transfer mechanisms to help ensure your life’s work continues to create value for your family.
Philanthropically-Minded Individuals & Families
If giving back is part of your vision, we help you design charitable strategies that maximize impact—whether through donor-advised funds, private foundations, or planned giving vehicles—while creating tax-efficient benefits for your estate.
What Estate Planning Looks Like at Wescott
Wealth Transfer Strategies
- Gifting strategies (annual exclusions, lifetime exemptions)
- Trust structures (revocable, irrevocable, dynasty, generation-skipping)
- Family limited partnerships and LLCs
- Strategies for minimizing estate and gift taxes
Estate Plan Development & Review
- Coordination with estate attorneys on wills, trusts, and powers of attorney
- Regular estate plan reviews to ensure alignment with current laws and family circumstances
- Beneficiary designation optimization across all accounts
- Document organization and secure storage through myWescottVault®
- Review of Asset Titling to Ensure Coordination with Estate Plan
Business Succession & Exit Planning
- Business valuation coordination
- Succession planning for family-owned businesses
- Buy-sell agreement review and structuring
- Tax-efficient exit strategies
Charitable & Philanthropic Planning
- Donor-advised fund strategies
- Private foundation guidance
- Charitable remainder and lead trusts
- Family philanthropy governance and next-generation engagement
Family Governance & Education
- Family meeting facilitation
- Next-generation financial education
- Wealth transfer communication strategies
- Family mission and values documentation
Estate Planning Specialists
- Team of Estate Planning Specialists with advanced degrees and certifications supports Advisory Team
- Enhanced technology to provide sophisticated planning
- Real time modeling, scenario analysis, and strategy visualization to allow clients to clearly understand the impact of various decisions
See Our Approach in Action
See how we helped a client protect what they’ve built and create a lasting legacy for the people they love.
A Team of Experts Ready to Help
Estate planning touches almost every dimension of your financial life. That’s why we bring a complete team to your table: estate attorneys, tax specialists, family counselors, and investment advisors all working together on your behalf.
Wescott’s focus looks beyond the numbers and accounts for your personal relationships, communication styles, and values that shape you and your loved ones’ money dynamics.
Our team has guided individuals and families through generational transitions, market cycles, and changing tax landscapes—and we’re ready to navigate the next chapter with you.
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Ready to Build Your Legacy?
Your estate plan should reflect your values, protect your family, and create the impact you envision. Our team is ready to listen, understand your unique situation, and help you build a legacy that lasts.
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