Leaving and accepting a legacy can be emotionally and financially complex.

It’s often a mighty jumble of possibilities, personal values, individual needs, and process stress.


At Singer Wealth Management, we offer legacy planning guidance and support for end-of-life legacy leavers and those who have been left a legacy.

The needs associated with legacies are often far-reaching — from the financial and tax implications to the legal and emotional ramifications.

It’s a lot! We bring the questions and start the conversations to facilitate a better estate planning process that recognizes the needs and values of all parties involved.

Your life, your legacy

Whether legacy giving is a family tradition or a new horizon, we empower your process with the information, support, and guidance you need to make the difference you want.

  • Receiving a legacy
  • Leaving a legacy
  • LGBTQ+ families
  • Business legacies

“Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has.” – Margaret Mead

Let’s Start The Conversation >

When you receive a legacy…

Inheriting is a gift that can come with more weight than the giver anticipated.

It’s very normal to feel frozen — whether you don’t necessarily need the resource you’ve been left, or you aren’t sure how to cultivate the gift and grow it in a way that feels respectful to the giver and authentic to your life and needs.

At Singer Wealth Management, we’re committed first and foremost to seeing you.

From the emotional to the legal and financial, you are in the midst of a deeply personal process — and we’re here to help you through it in a way that makes sense for you.

Receiving a legacy — whether expected or not — can trigger insecurities, worries, and even fear.

From navigating difficult conversations and sorting through complex processes to empowering you with appropriate end-of-life resources to help along the way, SWM treats legacy planning as a holistic endeavor. 

“Without leaps of imagination or dreaming, we lose the excitement of possibilities. Dreaming, after all, is a form of planning.” – Gloria Steinem

Let’s Start The Conversation >

When you’re leaving a legacy…

You want to protect your children — but knowing how to do it in a way that aligns with your values and ensures you don’t create unexpected burdens can be complex and unclear.

SWM helps guide the process in a way that preserves your gift, your values, and your vision.

End-of-life planning can be difficult. From conversations with children and adult relations to the process of creating a clear estate plan, there are many moving parts. It can feel overwhelming.

The heart of legacy planning comes down to three core components:

  • Your wishes and desires — what you want to leave, to whom, and how
  • Documents that fully and effectively represent your vision
  • A rock-solid team to help navigate (and hopefully avoid) the probate process

At SWM, we believe that having the right team, using the right tools, and having the right conversations while everyone is still able is the best way to facilitate a smooth transition that meets your wishes for your legacy.

With the vision and expertise to bring all parties together — lawyers, financial professionals, end-of-life resources — we help the process go as smoothly as possible.

Let’s Start The Conversation >

Estate Planning for LGBTQ+ Families

Know your rights, know your children’s rights.

Whether you are married, in a domestic partnership, or a committed relationship, estate planning for LBTBQ+ couples and families requires clear information and guidance to navigate the additional legal components of estate planning.

  • Designing a comprehensive tax strategy
  • Having current estate documents
  • Being up-to-date with changing government regulations

SWM is committed to helping you create a rock-solid team and an estate plan that meets your needs and reflects your values in an ever-changing landscape.

Love is love — and you need an estate plan that lasts.

Let’s Get Started >

Business legacy planning

It’s easy to pass numbers, but hard to pass the values that built the business.

Business legacy planning is an incredible opportunity to facilitate meaningful conversations around the values, vision, and love that went into building a business — and how to preserve a business’s financial afterlife in a way that matters for all parties involved.

Whether you are developing a business continuity plan or a dissolution plan, creating a legacy that reflects your wants and needs can make the difference for keeping money in your family and helping to build better communities.

The time to start the conversation is NOW.

Let’s Connect >

Singer Wealth Management