Estate & Legacy Planning
Plan for the people and causes you love.
Estate planning is how the wealth you’ve built goes on to support your
family and the things you care about, the way you intend.
A legacy is something you design, not leave to chance.
Life changes. Families grow. Laws evolve. We help keep your estate plan aligned with your wishes every step of the way.
- Beneficiary designations that no longer match your wishes
- Identifying estate documents that may not be updated to reflect your wishes
- A plan that exists on paper but isn't coordinated with your finances
- Heirs who aren't prepared for what's coming
Coordinated planning, beyond the documents
We don’t draft legal documents. Our goal is to help ensure your estate plan, beneficiary designations,
account ownership, and financial strategy all work together. When appropriate, we’re happy
to coordinate with an estate attorney so nothing is overlooked.
Beneficiary alignment
Reviewing beneficiary designations so they support your estate plan.
Attorney coordination
Coordinating your plan with your estate attorney
Charitable and giving strategies
Building your charitable goals into your broader plan.
Business succession planning
Planning for business continuity and succession
Next-generation education
Educating the next generation, when that's a goal
Integrated Planning
Connecting your estate plan with your investments, taxes, and retirement strategy.
For many clients, this is where coordinated planning matters most: bringing the financial, tax, and legal pieces together so your wishes are carried out.
Legacy reads worth your time.
Articles on estate planning, beneficiaries, and passing on what you’ve built.
Estate Planning Checklist: Key Items to Review
The ABC’s of Gifting Appreciated Securities
Letter of Instruction
Estate planning questions, answered.
Do I need an estate plan if I'm not wealthy?
A: We feel that most adults benefit from basic estate documents and current beneficiary designations, regardless of net worth. An estate plan is about directing your wishes and making things easier for the people you love.
Does Astoria write wills and trusts?
A: No. We do not have attorneys on staff. We can help you find one and coordinate with the estate attorney as appropriate to ensure your financials and beneficiary designations are aligned.
How often should I update my estate plan?
A: We recommend reviewing it after major life events (e.g., marriage, divorce, a new child or grandchild, a death, a business sale). Outside of that, doing a review about every five years is recommended. Outdated documents are one of the most common issues we see.
Can you help with charitable giving?
A: Yes. We can incorporate strategies like gifting appreciated securities or using RMDs for charitable intentions, coordinated with your overall tax and estate plan.
What about passing wealth to my kids?
A: We can help you plan transfers and, when you’d like, help educate the next generation so they’re prepared to be good stewards of what you leave them.
Does your plan reflect wishes ?
Let’s review where your estate plan stands and coordinate the pieces
so it’s ready when it matters.
