Legacy Planning

Guidance for Lasting Impact

Legacy planning is about more than transferring assets—it’s about creating a lasting impact. We provide guidance to help you structure your plan with clarity, ensuring your intentions are carried out for future generations and the causes that matter most to you.

• Estate Plan Coordination
• Trust Investment Management
• Beneficiary Designations and Monitoring
• Charitable Giving Strategies
• Donor Advised Funds
• Life Insurance Needs Analysis

Everhart Advisors does not provide all the listed services to all clients. Some services are offered through professional referrals. Clients may incur fees and expenses beyond those paid for Everhart Advisors’ services, including additional charges for tax consulting and estate planning. For more details on professional referrals, please see Items 4B.3.8 of our Firm Brochure, available on our website. Everhart Advisors and employees are not licensed attorneys and cannot provide legal advice.