Legacy Planning

What comes to mind when you think about your legacy? Your memories and relationships with family and friends? Your career? Perhaps contributions you made in your community or to a favorite charitable cause?

Income/Financial Needs


Do you have a spouse, children, or other loved ones who depend on your income for financial support? If you passed away, how would they survive without your income? What would hoped to their standard of living?


We work with you to analyze your family 's income needs and develop a protection strategy. This often includes life insurance, but there are a variety of strategies we can use to protect your family's way of life in the event that you pass away.

Probate Planning


Probate is the legal process of resolving one's estate and distributing their assets. It may sound simple, but it can be time consuming and costly. During probate, the court and your executor must complete a variety of tasks, including:


  • Notifying heirs
  • Liquidating assets
  • Filing a final tax return
  • Payment of debts
  • Distribution of assets
  • And more


Depending on the complexity of your estate, the probate process can take months and can generate a significant amount of fees.


Fortunately, there are steps you can take to reduce the impact of probate on your estate. We help you develop and implement strategies to minimize the amount of assets that go through probate. We reduce probate fees and help your estate distribute assets quickly, so your loved ones don't have to wait months to receive their share your legacy.

Asset Distribution


A will is one of the most common and effective ways to distribute assets to your loved ones after you pass away. In a will, you name your heirs and specify which heirs receive which assets.


However, a will isn't the only way to distribute assets. In fact, depending on your needs, you may need more than a will. For example, a trust can be an effective way to minimize probate and help you achieve other goals.


You can use a trust to obtain more control over asset distribution. Maybe you want the assets managed on behalf of your heirs. Or perhaps you want to delay the distribution of assets until the heir reaches a certain age. You can achieve that with a trust.


There are many different types of trusts. We help you navigate the process to implement the right asset distribution strategy for you.

Special Considerations


Very often, there are unique considerations that play a major role in a legacy plan. A common one is a second or third marriage in which there are children from multiple marriages. You may want to provide for your spouse, but also make sure there are assets from your children from your previous marriage. This can be accomplished but may require advanced planning.


Business ownership can also add complexity to an estate. Who will take over the business after you pass away? How can you make sure the business is managed effectively? How do you compensate your family for your share of the ownership? Business succession can be a complex process that can require years of planning. If you own a business, it is never too early to start planning your succession.

Do you have a spouse, children, or other loved ones who depend on your income for financial support? If you passed away, how would they survive without your income? What would happen to their standard of living?


We work with you to analyze your family's income needs and develop a protection strategy. This often includes life insurance, but there are a variety of strategies we can use to protect your family's way of life in the event that you pass away.

Probate is the legal process of resolving one's estate and distributing their assets. It may sound simple, but it can be time consuming and costly. During probate, the court and your executor must complete a variety of tasks, including:


  • Notifying heirs
  • Liquidating assets
  • Filing a final tax return
  • Payment of debts
  • Distribution of assets
  • And more

Depending on the complexity of your estate, the probate prcess can take months and can generate a significant amount of fees.


Fortunately, there are steps you can take to reduce the impact of probate on your estate. We help you develop and implement strategies to minimize the amount of assets that go through probate. We reduce probate fees and help your estate distribue assets quickly, so your loved ones don't have to wait months to receive their share your legacy.

A will is one of the most common and effective ways to distribute assets to your loved ones after you pass away. In a will, you name your heirs and specifiy which heirs receive which assets.


However, a will isn't the only way to distribute assets. In fact, depending on your needs, you may need more than a will. For example, a trust can be an effective way to minimize probate and help you achieve other goals.


You can use a trust to obtain more control over asset distribution. Maybe you want the assets managed on behalf of your heirs. Or perhaps you want to delay the distribution of assets until the heir reaches a certain age. You can achieve that with a trust.


There are many different types of trusts. We help you navigate the process to implement the right asset distribution strategy for you.

Very often, there are unique considerations that play a major role in a legacy plan. A common one is a second or third marriage in which there are children from multiple marriages. You may want to provide for your spouse, but also make sure there are assets from your children from your previous marriage. This can be accomplished but may require advanced planning.


Business ownership can also add complexity to an estate. Who will take over the business after you pass away? How can you make sure the business is managed effectively? How do you compensate your family for your share of the ownership? Business succession can be a complex process that can require years of planning. If you own a business, it is never too early to start planning your succession.

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