Legacy Planning

Benjamin Franklin once said that only two things in life are certain: death and taxes. It can be a sensitive subject, but it is imperative that we all plan for the inevitable. We fully understand that legacy planning can be an emotionally charged issue, but your family’s financial future may be affected.

With a proper legacy plan, we consider your desired legacy outcomes.

Here are a few strategies we focus on:

• Developing a plan that accounts for your current and future needs, as well as helping preserve your savings for the next generation.
• Reducing estate tax liabilities and helping provide the right amount of liquidity.
• Reviewing legacy and retirement income plans and other income-planning documents to make sure they are and remain up-to-date.