Trust and estate planning
that reflects your values

At Expansive Planning, we partner with families and business owners to craft impact-driven succession plans that go beyond tax strategies and asset protection. Our approach helps you steward your wealth with intention—preserving your legacy while creating meaningful change in the world.

We guide you in aligning your estate plan with your family’s deepest values, empowering future generations to carry forward a vision of generosity, sustainability, and purpose.



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