Pursuing your passion and leaving a legacy
Estate planning is a critical—and sometimes emotional—component of your overall financial plan. Legacy planning is one way you can use your estate plan to leave a legacy by supporting your passions and helping change the world.
Tax efficiency, simplicity and flexibility make naming a charitable organization a great starting point. Boulay’s legacy planning advisors offer practical strategies and services designed to help business owners, executives, entrepreneurs and affluent families effectively implement a legacy plan, meet charitable goals and utilize tax benefits.
Our Legacy Planning Services Include:
Wealth Transfer Strategies
As a high-net-worth individual, you know your wealth will have a significant impact for future generations. To ensure that as much of your money as possible goes to your family or charity (rather than taxes), Boulay’s legacy planning advisors help you create a tactical plan about the future of your assets.
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QPRT)
- Intentionally Defective Trust (IDT/IDGT)
- Spousal Limited Access Trust (SLAT)
- Irrevocable Life Insurance Trust (ILIT)
- College 529 Gifting Strategy
Charitable Giving
Charitable giving allows you to leave a legacy while supporting your passions and helping change the world. Our advisors offer practical charitable planning strategies that help you achieve your legacy goals, utilize tax benefits and create a lasting impact.
- Private Foundations
- Donor-Advised Funds
- Charitable Lead Trusts
- Charitable Remainder Trusts
Beneficiary Designations
A pivotal component of legacy planning is determining who will inherit your wealth upon your passing. Whether it is a person(s), charity, trust or estate, Boulay offers support in evaluating your options and making beneficiary designation decisions that align with your legacy intentions.
Wealth Generation Planning
Generational wealth planning involves more than just growing your wealth today; it requires preparing your beneficiaries for their inheritance in the future. Boulay’s legacy planning team helps create a comprehensive plan outlining how your beneficiaries should address and manage your wealth after you’re gone.
start your success journey
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth.
Legacy Planning Team
Andrea Thermos
Partner
Andy Kremer
Partner
Cheri Queener
Manager
Emily Blackburn
Partner
Pamela Clements
Manager
Tracey Buersmeyer
Partner
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Boulay’s legacy planning advisors can help you effectively implement your giving plan. Let us take care of the complex portion of the planning so you can enjoy the feeling of knowing you’re helping others. Contact us today to start your planning or review an existing plan.