True wealth isn’t just about what you’ve built; it’s about how you preserve, protect, and pass it on. At Fathom, we help you navigate the complexities of estate and tax planning so your wealth reflects your values and supports the people and causes that matter most.
How We Help
We coordinate with your financial, legal, and tax professionals to create an integrated strategy that safeguards your assets and streamlines the transfer of wealth. From trusts and charitable giving to tax-efficient estate structures, we help ensure your legacy is both meaningful and enduring. Our approach goes beyond documents and designations. We focus on clarity so you understand not just what you have in place, but why it works for you and those you care about.
What You Can Expect
A Legacy with Intention
A plan that reflects your values, protects your loved ones, and ensures your assets are distributed according to your wishes.
Tax-Efficient Strategies
Integrated approaches to reduce tax impact during your lifetime and for future generations.
Charitable and Family Gifting
Thoughtful strategies for giving that create lasting impact, whether through philanthropy or family support.
Trust and Estate Coordination
Collaboration with your estate attorney and tax advisor to align all aspects of your plan.
Clarity and Confidence
Clear explanations and ongoing guidance so your estate plan evolves as your life and goals change.
Why It Matters
Estate planning is more than preparing for the future, it’s an act of stewardship. With the right strategy, you can protect what you’ve built, minimize unnecessary taxes, and ensure your legacy carries forward with purpose and clarity.