Legacy & Wealth Preservation

If you desire generational income, estate planning, tax-saving strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family. Through our connections with legal and accounting professionals in the area, our legacy- and wealth-preservation services can help you better preserve your wealth to avoid leaving a financial headache behind for loved ones.

When Is a Good Time for Planning Your Legacy?

Legacy planning is the process that prepares individuals and families to pass on assets to a loved one after death, with the help of a financial advisor. Legacy planning is something that should be done early as part of your estate planning process to help ensure your wealth and assets are distributed the way you intend after you are gone. A common misconception is that estate and legacy planning are concerned only with what happens to your assets after you die. The fact is, estate planning is also an important part of protecting, preserving, and accumulating your assets while you’re alive. That’s because if you are unable to grow and preserve your assets, there won’t be much left to pass on to your loved ones.

The First Step In Successful Legacy and Wealth Preservation

The first step in successful legacy and wealth preservation planning is to help ensure your financial strategy is aligned with your goals and current stage of life. Next, you need to make sure you have a well-thought-out estate plan in place to help ensure your assets and beneficiaries continue to thrive after you’ve passed on. If you’ve been neglecting legacy planning because you think it’s strictly a concern of the super-wealthy, think again. Not only can it help protect and preserve your assets, but it can also help your family avoid unnecessary stress during what will already be a difficult time.