process legacyLeaving a Legacy

Legacy planning, a relatively new term in financial planning circles, is a process that attempts to go beyond the technical aspects of transferring wealth, focusing instead on the desire for charitable giving, and equipping the family's future generations with the tools to handle their significant inherited wealth.

At its core, legacy planning takes the emotional side of inherited wealth and puts it on the table for proper analysis and discussion. The goal is for wealth transfer to happen harmoniously and cohesively. It often contains a component of making an impact by giving back – to communities, philanthropic organizations or educational institutions. What's more, with careful planning, estate taxes can be virtually eliminated, if desired.

Legacy planning involves a client's values, beliefs, philosophies, and always their families. It is a complex process that keeps your family focused on leaving a lasting legacy, and our planning and guidance can assist you in realizing this goal.