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Henri Godard Consulting helps ensure that the wealth you’ve worked a lifetime to build is protected, distributed, and managed according to your values and intentions. We go beyond simple document preparation — our estate planning process coordinates your will, trusts, asset titling, and beneficiary designations so that everything you own transitions smoothly and efficiently. The goal: a legacy plan that reflects not only your financial success, but the purpose behind it.
We work closely with your estate attorney, tax professional, and family members to develop a tax-aware strategy that minimizes estate and income taxes while maximizing what your heirs, loved ones, and charitable causes ultimately receive. Whether you’re planning for a spouse, children, grandchildren, or philanthropic interests, our approach ensures that every asset is positioned for the greatest long-term benefit. We help you preserve privacy, avoid unnecessary probate delays, and ensure your legacy is passed on efficiently — without confusion or conflict.
From incapacity planning and durable powers of attorney to advanced trust structures, we help you prepare for life’s unexpected events. Complex family dynamics, blended households, or business ownership require careful coordination — and our experienced team can design strategies that protect your loved ones while maintaining harmony and fairness. We evaluate liquidity needs, survivor income, and asset protection to make sure your plan is both practical and sustainable.
We also integrate your estate plan with every other element of your financial life — retirement income, investment portfolios, insurance coverage, and charitable giving. As your wealth grows and laws evolve, we conduct regular reviews to keep your plan aligned with current tax codes, market conditions, and family goals. Estate planning is not a one-time event; it’s a living strategy that evolves as your story does.
Our process is built on clarity, compassion, and collaboration. We take the time to explain each component of your plan — from wills and trusts to titling and beneficiary designations — so you know exactly how each piece fits together. We help you document your intentions clearly, communicate them to those who matter most, and maintain confidence that your wishes will be carried out as intended.
At Henri Godard Consulting, we view estate planning as the ultimate expression of stewardship and care. It’s not just about transferring wealth — it’s about ensuring your life’s work continues to make an impact for the people and causes you love. With foresight, strategy, and personal attention, we’ll help you build a legacy that endures.
Clear, coordinated documents and titling that reduce taxes, delays, and stress for your loved ones.
Design the right structure for privacy, control, and protection.
Strategies to reduce estate, gift, and income taxes over generations.
Make decisions easier if life takes a turn.
Balance fairness, control, and harmony across generations.
We work alongside your attorney and CPA to translate goals into precise documents, align registrations and beneficiaries, and implement tax-smart funding and distributions.
Family goals, heirs, charitable intent, and control preferences.
Coordinate with counsel on wills, trusts, and directives.
Title assets, set beneficiaries, and document instructions.
Ongoing check-ins as laws and life events change.
A blended family needed clarity and fairness. We used a revocable trust with separate property tracking, updated beneficiary designations, and a charitable remainder trust for a low-basis asset—reducing taxes, protecting heirs, and honoring both spouses’ wishes.
This material is for informational purposes only and is not legal or tax advice. Consult your attorney and tax professional regarding your specific situation.
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