// Estate Planning
Protecting What You’ve Built, for the People You Love
Preserving wealth is not simply about transferring assets. It’s about safeguarding the stability of those who depend on you, maintaining harmony among heirs, and ensuring your intentions remain intact long after you’re gone.
// What we provide
What makes up Estate Planning
At TOPO, estate planning is a deeply personal process. We begin by understanding your family’s priorities, the dynamics at play, charitable intentions, and the legacies—both tangible and intangible—you wish to leave. Whether you need a simple will or complex trust structures, we create solutions tailored to your family's specific needs and values.
A well-structured estate plan can transform what might have been a burdensome process into an orderly, private, and tax-efficient transition. Your family is spared unnecessary complexity, and your wishes are executed with quiet precision.
Revocable Trusts
Maintain control while simplifying transitions and avoiding probate.
Irrevocable Trusts
Provide long-term protection and tax efficiency.
Asset Protection Trusts
Safeguard wealth from creditors and litigation.
Charitable Trusts
Align philanthropy with family and tax objectives.
Wills
Clear directives for asset distribution and guardianship.
Financial Powers of Attorney
Carefully designed authority for trusted individuals to act on your behalf.
Living Wills
Legally enforceable guidance for healthcare decisions.
Charitable Giving
Provide long-term protection and tax efficiency.
Estate Administration
Sensitive and thorough management of all settlement matters.
We integrate sophisticated tax and legal strategies with thoughtful stewardship, ensuring your wishes are executed with quiet precision and minimal public exposure.
// Get Started