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Legacy Planning

You’ve worked hard over the years to build your assets. We will discuss how to possibly incorporate insurance strategies to help protect your financial future from unexpected expenses and life events.

Legacy planning is for everyone, not just for the wealthy, yet it is often part of the financial planning process least understood by most advisors. Wouldn’t it make sense to work with a CPA and personal financial specialist who has been trained in this area?

The process begins with obtaining a clear understanding of how you want your assets to pass to your desired beneficiaries, including those with special needs or charitable causes. We will then review any wills and trusts you currently have in place to determine if they match our understanding of your wishes. If there are discrepancies between your wishes and your current estate planning documents, or you simply don’t have the appropriate estate planning documents, we will work with your attorney or can recommend one to help you correct these deficiencies. You have worked hard over the years to build up your assets. We will help you develop strategies for a safe and tax-efficient transfer of those assets to your desired beneficiaries, including those with special needs or charitable causes, leaving the legacy you desire.

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Let us get to know your situation, goals and needs – then together, we will help you build a sound retirement system.

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