Legacy Planning

Ensure your legacy lives on and serves a purpose

Legacy planning is one key element of any retirement plan. It’s paramount to help ensure your legacy carries on by assisting your loved ones and respecting your final wishes.

It’s important to understand helpful instruments to use during the legacy planning process, including:

• Wills
• Revocable living trusts
• Powers of attorney

We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use or transfer your wealth to beneficiaries.

It’s important to carefully plan for the transfer of your assets to allow the wealth you’ve worked hard for to serve a meaningful purpose. From starting the conversation to guiding you through the actual transfer of assets, we’re here to educate you on the process.

In addition, both term and cash value life insurance and long-term care insurance policies may be options to consider. These policies can be designed to serve different helpful functions.

Overall, legacy planning and preservation of your wealth and assets require a coordinated effort. We are uniquely positioned to provide protection and peace of mind to yourself, your loved ones, and any of the channels in which you wish to eventually distribute your wealth and assets you’ve worked hard over time to accumulate.