Legacy Planning Advisors

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 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

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.

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.

As a trustee for a family or charitable trust, you are responsible for many fiduciary and administrative tasks for the trust beneficiaries. Our team helps you manage these obligations by providing fiduciary consulting and accounting and tax compliance.

• Investment Advisory
• Comprehensive Financial Planning
• Trust Accounting (Reporting & Bookkeeping)
• Tax Compliance & Preparation of Trust Tax Returns