Legacy Planning
Plan to leave a legacy you're proud of.
Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or charity or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.
You don’t need to be wealthy to take advantage of some of the legacy planning options available today. For example, trust funds are not only for the super-rich. You need to get comfortable with terminology like Power of Attorney, Payable on Death (POD) and Transfer on Death (TOD), and Next of Kin. When it comes to all of these techniques, you might need estate planners and attorneys to help you navigate the complicated rules around estate planning.
Call us today to ask how we could help you with your estate planning needs.
¹ “Estate Planning,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/estate-planning-4427729
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Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20403 - 2020/9/15
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The insurance professional can provide information, but not advice related to social security benefits. The insurance professional may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.