Broker Check

Estate and Legacy Planning

Estate, Legacy planning, and wealth transfer is a subject that is often not top of mind when initiating a Financial Plan or Prosperity Blueprint. Most often clients focus on the aspects of wealth accumulation, wealth preservation, and retirement distribution strategies for the better part of your financial lives.  Some are amazed to learn how much legacy dollars will accrue over their lifetime.  Yet those dollars provide an opportunity to expand the possibilities of good that you can do for your family and the causes in which you believe deeply.

We understand that your planning needs may vary especially when it comes to Estate and Legacy Planning. Using our integrated approach to designing your Prosperity Blueprint or financial plan will support you as we collaborate with you to design your ideal lifestyle starting today, for tomorrow and for life.  Your Prosperity Blueprint will include action taken to outline your initial estate plan and how to think about your legacy.

With medical advances and improved lifestyles, life expectancies in the U.S. have been on the rise. We know that life expectancy for men reaching age 65 on April 1st, 2020 has increased more than 6 years to age 84.  For women reaching age 65 on April 1st, 2020, life expectancy has increase nearly 7 years to age 86.5. (ssga.gov).  Planning for your healthier and longer life in retirement is a necessity.

Navigating estate tax laws may be challenging as they change from time to time.  Most people understand that a will is a good thing to have.  Most people know a trust is an important document.  What most people do not know is that the Durable Power of Attorney for Health, and the Durable Power of Attorney for Property are essential for a broad range of situations that may occur during their lifetimes.  

Understanding these basics can be a valuable tool. . We have built a team of experts that we know are trusted advisors for our clients.  Our focus is taking care of our clients’ Financial House, using our Prosperity Blueprint Process™.  We are experts in wealth management, and we partner closely with estate attorneys and Certified Public Accountants to build a program tailored to your needs and goals.

Start your living legacy planning today.