- Home
- About
- Solutions
-
Articles
- Part 1: The Estate Freeze
- Part 2: Investing For The Estate Freeze
- Unlocking Intergenerational Succession
- Freeze, Fund, & Feature
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Take Five
- Look Across
- Lest We Forget
- Retirement Income
- Our Process
- Review
Mission
Create forward looking plans for our client's lives and futures, particularly focused on successful business owner families.
By working closely with professional advisors across the fields of tax and estate accounting, estate law, and charitable giving, Legato helps the families prepare for the unexpected, and utilize an often untapped financial investment to their highest advantage. By volunteering our time and expertise in the fields of medical research, medical care and athletics, we're actively part of the communities in which we live. Principles Welcome and work with all clients. Be professional at all times. Deliver the best possible value. Practice continuous improvement. Actively contribute within our communities. |