Strategic Wealth Transfer & Legacy Planning
Our dedicated team of legal and trust professionals from Johnson Trust Company provides personalized guidance to help you transfer wealth efficiently. Whether you’re passing assets to family or supporting charitable causes, we ensure your legacy is protected and optimized for tax efficiency.
How We Support Your Estate Plan
- Wealth Transfer Strategies: Structuring inheritances to minimize tax liabilities and maximize impact.
- Trust Services: Designing and managing trusts to protect and distribute wealth according to your wishes.
- Tax-Efficient Gifting: Leveraging tax strategies to optimize giving to heirs and charities.
- Estate Plan Coordination: Working alongside legal and tax professionals to align your estate strategy with your financial goals.
- Charitable Giving Integration: Helping you structure philanthropy in a way that aligns with your values and financial objectives.
A Comprehensive Approach to Estate Planning
Estate planning is more than just asset distribution—it’s about ensuring your financial wishes are honored while minimizing tax burdens. Our holistic approach balances financial security, family dynamics, and charitable intentions to create a lasting legacy.
The earlier Johnson Trust Company is involved in estate planning conversations, the better the outcome. We focus on three main questions:
- How much wealth do you need to feel financially secure during your lifetime?
- How much do you wish to leave to your family?
- How much do you wish to leave to charity?
Johnson Trust Company works closely with you to understand your values, define your financial goals, and align your estate plan to ensure that the right decisions are made to preserve your wealth over time. We are dedicated to building lasting partnerships with you and your beneficiaries.
Comprehensive Trust and Estate Services
We offer a robust range of trust and estate services, including:
- Agent for individual trustee
- Trustee and Co-Trustee services
- Executor and estate settlement services
- Reducing gift and estate taxes
- Managing the transfer of wealth
- Philanthropic planning
- Special needs planning
- Charitable gift planning
- Asset protection planning
Why Work With Us?
As a fee-only fiduciary, we provide unbiased, client-focused estate planning solutions. Our in-house Johnson Trust Company offers customized strategies designed to preserve and transition wealth effectively.
Plan Your Legacy with Confidence
Secure your family’s future and maximize your philanthropic impact.