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Estate & Legacy Planning

Protecting What Matters. Preserving What Lasts.

Thoughtfully designed strategies that safeguard your wealth, honor your wishes, and support the generations who follow.

Estate and Legacy Planning at IDA helps families protect what they’ve built, simplify decision-making, and ensure assets are passed on with clarity and intention. Our coordinated approach aligns estate documents, tax strategy, investment structure, and long-term goals so every element supports a smooth, thoughtful transfer of wealth.



What we deliver

A Thoughtful,

Purpose-Driven Approach

Estate planning goes beyond documents — it protects family continuity, reduces complexity, and prepares future generations. IDA turns your goals into clear strategies and keeps them aligned as life changes, creating a coordinated legacy plan you can trust.

  • Coordinated strategies across wills, trusts, beneficiaries, and titling
  • Collaboration with estate attorneys and tax professionals
  • Planning for charitable giving, gifting, and multi-generational goals
  • Tax-aware structuring of assets and long-term projections
  • Ongoing updates as family dynamics and laws evolve

Adviser Thoughts

Estate and legacy planning is ultimately about clarity — knowing your wishes will be honored and your family will be protected. Our goal is to help clients create structure today for impact that lasts well beyond them.

Alex Klingensmith

Partner | President

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Our Process

A Clear Process

for Estate Mangement

We approach estate and legacy planning with a focus on clarity, family alignment, and long-term continuity. By understanding family structure, intent, personal values, and the assets that define a family’s wealth, we create a coordinated plan that brings order to complexity.

Understand Family Intent and Priorities

We begin by understanding family dynamics, long-term wishes, desired outcomes, and the values that shape how wealth should transition.

Evaluate the Current Estate Structure

We review existing documents, entity structure, beneficiary designations, trust provisions, and asset titling to identify gaps and opportunities.

Design the Legacy Strategy

We develop a coordinated structure that integrates tax considerations, trust design, asset distribution, governance preferences, and family communication.

Support Implementation and Ongoing Coordination

We collaborate with estate attorneys, tax professionals, and other advisors to ensure the plan is implemented correctly. As laws evolve and families change, we revisit and refine the structure so it remains effective for the next generation.

Our Podcast

Financial Detox®

We built IDA to be the antidote to the financial toxicity found in the world. We share insights that are straight-forward, evidence-based, and grounded in experience.

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AI Disruption, The Fed’s Role & Trump

Watch this podcast
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Insights to Guide
Smarter Financial Decisions

Podcast : Financial Detox®

Should You Hold Cash Waiting for the Market to Crash?

The idea of keeping “dry powder” cash on the sidelines waiting for the perfect moment to invest sounds smart.

Read more
Podcast : IDA Events

Webinar: IDA Private Access Fund

We’ll walk through the reasoning behind ONEFX, the role it’s designed to play, and how it may complement the planning you already have in place.

Read more

Frequent Planning Questions

What does Estate and Legacy Planning at IDA provide?


Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

Learn more

Who is a fit for estate and legacy planning services?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

How does IDA coordinate planning with existing estate attorneys?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

What types of structures can be incorporated into an estate strategy?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

How does IDA help families prepare future generations for stewardship?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

How often should estate documents and structures be reviewed?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

What is the benefit of integrating estate planning with investment and tax strategy?

Estate and legacy planning at IDA brings structure, clarity, and long-term continuity to the decisions that shape how wealth is protected and transferred. Our team coordinates planning, tax strategy, entity design, and beneficiary education to help families preserve intent, avoid unnecessary complexity, and sustain wealth across generations.

How can we help you pursue better?


Financial peace of mind isn’t a slogan — it’s earned through clarity, discipline, and a partnership built on trust. Start the conversation with IDA and experience what it means to Pursue Better™.

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