Legal, Estate, & Legacy Planning
Estate planning in an inherently personal process, as every individual and family is unique. There is no “one-size-fits-all” approach. At Appleton, we are committed to comprehensive, personalized estate planning and stand ready to help our clients and their families manage what can be a confusing and emotionally challenging process.
Benefits of Estate Planning
- Your estate plans are integrated with your goals and investments.
- You receive in-house legal review of your current estate planning documents to ensure legacy matters are properly addressed.
- Enjoy peace of mind knowing these matters have been addressed and, as needed, outside advisors have been engaged in the process.
Core Estate Planning Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Health Care Proxy
- Living Will
We work closely with your attorney as part of the process and routinely assist trustees in the trust administration process.
Why Conduct Estate Planning?
In addition to ensuring your family is protected financially, proper estate planning:
- Avoids probate and associated costs and delays.
- Seeks to maintain family privacy and harmony.
- Addresses incapacity and provides family continuity.
- Minimizes state and federal estate taxes.
- Can provide creditor protection.
Flexibility Fosters Customization
Non-profit relationships demand understanding and engagement, and our investment solutions are developed in accordance with the needs and goals of non-profit organizations.
All Hands on Deck
At Appleton, we stand ready to provide the operational support needed to advance your development goals, while also actively interfacing with outside specialists important to your mission.
There for You
Accessibility is central to our values, and our private client team prioritizes supporting non-profit organizations at the management, board and investment committee levels.
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The ability to understand, translate and act upon client needs is one of the most rewarding parts of our business. The care in which we deliver our client service is truly what sets us apart.
Kerry L. Needham, IACCP®
Senior Vice President,
Director of Client Services
