Legacy Planning In Retirement Service

Legacy Planning

Legacy planning is often considered one of the essential pillars of comprehensive financial planning. It focuses on creating a strategy to preserve and transfer assets, values, and goals to future generations or charitable causes in a tax-efficient and meaningful manner. Legacy planning goes beyond merely distributing assets; it involves a holistic approach to preserving wealth, protecting beneficiaries, supporting charitable endeavors, and passing on values to future generations. By integrating legacy planning into your overall financial strategy, you can leave a meaningful and enduring legacy that reflects your values and aspirations.


Our legacy planning strategy doesn’t just start and stop with a team of qualified attorneys at our disposal, our office continues to go the distance to put a plan in place for the basic needs of a comprehensive estate plan, including a plan for death, incapacitation, and your advanced medical directives. By implementing this strategy, you can create a lasting impact that transcends generations, leaving behind a legacy of financial security, philanthropy, and shared values for your loved ones and the community.

Questions? You’re Covered

Legacy planning focuses on strategically structuring financial assets to align with your future distribution wishes, emphasizing tax efficiency. It involves coordinating investment decisions, beneficiary designations, and charitable contributions to achieve your long-term objectives while minimizing tax liabilities, facilitating an effective and tax-efficient allocation of wealth to heirs or selected causes.

While estate planning often focuses on legal asset distribution, legacy planning takes a more comprehensive approach, considering the tax implications, financial stability of heirs, and alignment with your long-term wishes and values.

Yes, through strategic planning, including the use of trusts and charitable donations, we may help minimize the estate taxes your beneficiaries might owe.

Reviewing your legacy plan periodically is recommended, particularly following significant life and family changes such as marriages, divorce, the birth of a child, or substantial shifts in your financial status, to maintain alignment with your current wishes and situation.