Legacy Planning

All of us will leave a legacy to our family. The question is: will yours be intentional and purpose-driven or haphazard? It’s not just about building up and leaving financial capital to those you love. It’s also about social and spiritual capital. Will you leave them with the ability to find contentment and the keys to enjoying life? Let’s talk about the legacy you’d like to leave.

Wealth Transfer

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security.  Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.