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Estate and Legacy Planning

How do I create an estate plan that safeguards my family and honors my wishes?

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The legacy you've built is a testament to your hard work, and we understand the importance of preserving it for those you love.

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Estate and legacy planning requires continuous monitoring and attention as your life, family, and money evolve. Whether you have a young family and a thriving business, or you're already retired and thinking about your impact, we help you answer the questions that shape your legacy.

 

Whether you're looking for asset titling strategies, a charitable-giving plan, or a comprehensive review of your estate documents, our goal is to help safeguard your long-term vision and your family.

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Our services for estate & legacy planning include:

 

  • Comprehensive Estate Coordination - Ensuring your will, trusts, beneficiary designations, and financial accounts are aligned and up to date.

  • Tax-Efficient Wealth Transfer Strategies - Structuring inheritances to reduce estate, gift, and income taxes for future generations.

  • Trust Planning & Design - Guidance on when a trust is appropriate and how to structure it to safeguard, manage, and distribute assets.

  • Business Succession Planning - Creating a clear continuity or transition plan for closely held businesses.

  • Asset Protection Strategies - Safeguarding your wealth from potential creditors, lawsuits, or unexpected life events.

  • Charitable Giving & Philanthropic Planning - Helping you support causes you care about while maximizing tax benefits.

  • Healthcare Planning - Preparing financial and medical directives to ensure your wishes are honored if you can’t make decisions.

  • Family Governance & Communication - Strengthening family harmony through clarity, transparency, and documented intentions.

  • Legacy Planning - Clarifying what matters most to you and translating it into a plan that reflects your values, goals, and impact.

  • Education Funding - Guiding you through tax-efficient options to save for future education.

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Your legacy is more than what you leave behind. It's the values you pass on and the security you provide.

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200 Fifth Avenue, Suite 4010, Waltham, MA 02451

781-547-6938 | Jon.Gonthier@IFPadvisor.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services. ,

For more information visit www.FINRA.org or www.SIPC.org.


 The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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