At Evermay, we are singularly concerned with helping you protect and grow your wealth, for your own benefit, as well as that of your family and beneficiaries. We believe that estate planning should be an integral part of that effort.
As part of your comprehensive program, we review your current estate planning documents, and discuss in depth your desired legacy, wishes for your family and philanthropic inclinations. We also evaluate your plan against current tax legislation to ensure that it is thorough, effective and tax efficient. If there are any deficiencies, we help you work with counsel to make the appropriate adjustments. In fact, we work closely with several prominent estate planning attorneys and are pleased to recommend an attorney if you desire.
Philanthropy
Many high net worth individuals utilize their wealth to establish charitable or philanthropic organizations. If you are so inclined, we can assist you with the design and implementation of your philanthropic plans and help you prioritize and structure your giving. We are aligned with a leading philanthropic expert in the Washington area; together we can ensure that your gifts are strategic in nature and meaningful for you, your family and your chosen recipients.
At Evermay, our goal is your peace of mind. Helping to ensure that your wealth is distributed according to your wishes is one significant way to achieve it.
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