Legacy Planning

At IHT we think about managing wealth for now, later, and generations to come. We believe our clients’ assets need to be looked at through a long term perspective. While there may be events that require shorter perspectives, such as college planning or a vacation home, we at IHT believe our clients’ assets should be managed with their whole lives in mind. This often means taking a long view on assets and taking time to build relationships with our clients and their families. It also means we provide more comprehensive planning and care for our clients. We don’t just want to manage your money, we want to help you manage your comprehensive financial health so you can live life on your terms.

Legal Assistance:

We understand you want someone who can help you protect your assets, not just manage the dollars and cents of your investments. To help our clients legally protect their assets, provide for their heirs, and minimize taxes, we are proactive in bringing lawyers into our offices to provide counsel. Whether it’s a simple Will, a complicated Trust, Prenuptials, or something else entirely, our advisors will work with the appropriate legal teams to keep you protected.

Taxes and CPAs:

Our team understands that taxes complicate matters for many of our clients. To minimize the impact of taxes on our clients’ portfolios, our advisors use a variety of tools including:

  • Tax Efficient Investments
  • IRAs
  • 401Ks
  • Annuities
  • Life Insurance
  • Tax Loss Selling

Furthermore, our advisors understand that our clients may have individual tax situations requiring extra attention. Our team includes and works with Certified Public Accountants to ensure the government isn’t getting a bigger cut of our clients hard earned savings than is absolutely necessary.

Beneficiaries and Family Planning:

Our advisors recognize that discussing death and inheritance can be uncomfortable. However, we also realize that it’s essential for our clients to give some thought to what happens when they pass away. We work diligently to ensure our clients have their beneficiaries in order, have the proper insurance coverage, and have their wills, estates, trusts, and other documents all lined up. Perhaps most important of all, our advisors work to engage not only their clients, but also their potential beneficiaries and heirs. They welcome the opportunity to include multiple generations in developing, presenting, and implementing financial plans.


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