Estate and Trust Planning

Protect what matters most.

Seattle and Philadelphia based trust and estate planners to give you peace of mind.

 

ESTATE PLANNING

An estate plan is a reflection of personal and family values and wishes, including its charitable purpose.

At Threshold Group, we start the development of your estate planning by listening. We listen until we understand your priorities and hopes. Then we go to work exploring solutions.

  • We’ll develop an estate plan that echoes your intent for how your assets should be passed to your beneficiaries. 
  • We help you navigate tax effects and estate planning tools and vehicles so that you can make informed decisions about what is best for you and your beneficiaries.
  • And we look for solutions that help empower the people and charities you love, and help them thrive.

It’s what you’d expect from a friend of the family.

TRUST PLANNING

All of our trust services are tailored to accommodate diverse family dynamics, complex tax issues, and estate and philanthropic planning. We help clients seeking multigenerational tax-advantaged and asset protection strategies or creative strategies for a social legacy. We are advocates who are ready to educate, advise, and collaborate to explore and implement trust solutions that will guide your trust toward fulfillment of your goals.

Threshold Group provides support to individual, professional, and corporate trustees to help them fulfill their fiduciary or professional duties. We help beneficiaries navigate what can be a complex relationship with a trustee.

For corporate trustee appointments Threshold Group works in partnership with National Advisors Trust Company (NATC). Through this third-party relationship, we are responsible for managing your investment goals and acting as a liaison between you and NATC, who provides conflict-free directed trust services.

Through the journey, we’ll act as your guide, advisor, and advocate, and hold in mind your true intentions and interests.

Estate and Trust Planning Services

  • Trust documents, structures, and administration 
  • Income, estate, and gift tax 
  • Beneficiary education and advocacy
  • Charitable solutions
  • Directed trust services
  • Estate planning documents 
  • Business succession 
  • Legacy assets
  • Gifting