Broker Check

Legacy Planning

Legacy planning is an essential step that many people overlook when it comes to financial planning. It involves developing a strategy for how you want to pass on your assets, values and beliefs to your loved ones after you are gone. It means taking the time to identify who you want to receive your assets and ensuring that your wishes are properly conveyed and legally documented.

Legacy planning isn't just for the wealthy; it's for anyone who wants to leave a positive impact on the world and their loved ones. It can help ensure that your assets are distributed according to your wishes, rather than being subject to the default rules of the legal system. It can also help to minimize taxes and other expenses that could reduce the amount of money your loved ones receive. Perhaps, most importantly, it can provide peace of mind to you and those you care about.

Our team is eager to assist you in navigating this process. We'll start by evaluating your existing assets and liabilities and reviewing any estate planning documents you've created such as your will and trust. We'll work with you to develop various strategies for transferring your assets to your beneficiaries, including gifts, trusts and charitable donations.

By dedicating time to craft a legacy plan, you can rest easy knowing your wishes will be honored and your legacy will endure.