Estate and Legacy Planning

Your legacy is unique.

We partner with you to create a plan that reflects your wishes and supports the people and cause you care most about.

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Plan Today. Leave a Legacy that Lasts.

We’ll help you organize your estate, charitable and tax strategies into a cohesive plan that reflects your priorities and protects what you’ve built for future generations.

Estate and Legacy Services Tailored to Your Needs 

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Tax-Efficient Estate Planning

We evaluate the potential impact of estate and federal taxes and help you create strategies to minimize the burden on your heirs while aligning with your long-term goals.

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Trusts & Asset Alignment

We guide you through reviewing potential trust structures, setting up and funding trusts, and re-titling assets,  so your estate plan is carried out smoothly and as intended.
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Document & Account Coordination

We review your critical documents—including wills, powers of attorney, and prenuptial agreements—and coordinate them with your financial plan to ensure consistency and clarity.
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Beneficiary Planning

We review your bequest plans, trust language, and account registrations to ensure your beneficiaries are properly protected—including tailored strategies for heirs with disabilities or other special circumstances.
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Gifting Strategies & Charitable Giving

From gifts to family members to charitable contributions, we help you design a gifting strategy that reflects your values, supports the people and causes you care about, and maximizes available tax benefits.
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Support for Surviving Spouses

We walk with surviving spouses through financial and estate considerations, providing support during a difficult time while ensuring the estate plan is carried out as intended.

Hear from one of our clients.

This testimonial was provided by a current client of Johnson Bixby and is not a recommendation of Private Client Services LLC. No compensation was provided directly or indirectly.

“Amanda was immediately interested in my goals and passions and helped me understand how I could feel secure in my future retirement while living in a way that reflects my values today. Equally as important to me, she has suggested thoughtful ways to honor my father in managing money from his portfolio.”

Kristen I.

Johnson Bixby client since 2024

Explore More Insights on Estate & Legacy Planning

How ‘Fair’ is your Estate Plan?

As financial planners, we frequently encounter families grappling with the complexities of estate planning. One of the most common dilemmas is the question of “fairness” when it comes to how...

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Feb 18, 2025

Ready to Start Planning Your Legacy?

Let’s talk about how we can help protect what matters most to you.

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