What is Legacy Planning?
Our firm has spent years working with families to secure both their financial assets and personal treasures. We’ve found that conventional estate planning often falls short for American families. Standard plans typically focus solely on transferring money and property, without addressing what families truly want to accomplish for future generations.
We’ve witnessed countless families lose their financial assets within one generation using traditional planning methods. Even worse is watching family stories and traditions disappear forever.
Fortunately, there’s a more effective approach. Legacy Wealth Planning goes beyond addressing your financial and practical concerns. It centers on the principles and heritage you want to pass forward. Through a personalized Legacy Wealth Plan, you can reduce stress on your loved ones, protect important assets, and make certain your influence continues through your family for generations to come.
During our planning sessions, we address the genuine challenges families encounter today:
What happens if your surviving spouse enters a new marriage, faces financial difficulties, or becomes liable in a lawsuit following an accident?
- Your children or grandchildren might experience divorce, remarriage, legal troubles, or financial difficulties of their own.
- Either spouse could face disability, and extended care facility costs can drain family resources.
- Preserving and passing along family values and cherished possessions requires thoughtful planning.
- Creating distribution structures and incentives that encourage responsible decisions helps your legacy flourish beyond the first generation.
