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.
Chris Hilyer holds the Chartered Advisor in Philanthropy (CAP®) designation, one of the most rigorous credentials in charitable giving. It's rare in the industry, especially in Arizona, and it denotes specialized knowledge in sophisticated giving strategies that most advisors don't have.
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.
Tax Strategy By Chris Hilyer, Heritage Wealth Solutions · October 2026 · 6 min read The short version Arizona offers four separate tax credits that
The OBBBA changed charitable deduction rules for 2026, including a new $1,000 deduction and a 0.5% AGI floor. Here’s how to plan around them.
Understand the benefits of a Roth conversion 2026 and how it can optimize your retirement savings and tax strategy.