Wealth that lasts beyond your lifetime, helping preserve what matters most and supporting what you value.
You’re not just building wealth for yourself. You’re building it for your children, your grandchildren, and the causes that matter most to you.
Maybe you’re planning your family’s first significant wealth transfer. Maybe you’re managing multi-generational family wealth that’s been growing for years. Either way, the complexity grows with the stakes.
You want clarity on trusts, gifting, and beneficiaries. You want to know how to bring your family into the conversation in a way that brings people together, not apart. And you want to pass on more than assets. You want to pass on values.
If giving is part of who you are, you’re probably already donating, sitting on boards, showing up. What you want is a smarter way to do it. Most donors are giving cash and writing checks when far better tools are available.
Your legacy is built one decision at a time. Your giving deserves the same care.
When you’re ready to plan for both, we’re here.
Retirement Planning By Chris Hilyer, Heritage Wealth Solutions · August 19, 2026 · 8 min read The short version A Roth conversion moves money from a pre-tax account to a
“With the exemption this high, do I even need to worry about estate planning anymore?” I’m asked this in almost every meeting where estate planning comes up. And it makes
Charitable giving changed in 2026. The One Big Beautiful Bill Act (OBBBA), signed into law in 2025, rewrote several rules that decide how much tax benefit you receive when you