Legacy Planning

As a valued client of Spring Mill Partners, our concern is your family’s long-term financial well-being. We will guard your legacy by acting as the “quarterback” of your estate planning team, adding value by coordinating and enhancing the efforts of your estate attorney, investment advisors and insurance professionals to ensure the continued growth and preservation of your family’s hard earned assets. In addition, we will assist you by providing solutions to fund charitable bequests, lifetime giving strategies and asset protection needs.


Legacy Planning Services include:

  • Evaluating, modeling and implementing wealth preservation techniques
  • Reviewing and recommending insurance options
  • Accounting and tax services for your family’s trusts
  • Integrating your personal charitable inclinations into your estate and income tax plan
  • Assisting with the administration of your estate