Financial PlanningInvestment Management| Tax Planning & Preparation | Estate Planning


Legacy Planning



Legacy Planning goes beyond estate planning and wills.  It addresses important decisions and values to preserve beyond your lifetime. Establishing a legacy is a process in which you identify your personal definition of wealth and create a plan to preserve your most treasured assets in a deliberate manner. 

Goals of Legacy Planning

  • Preserve personal goals and values
  • Establish a solid succession plan
  • Reduction of the tax burden
  • Protection of the estate
  • Financial security for family members

Most often overlooked in the estate planning process is the value of non-material wealth that is important to you and your family.  Your legacy includes important decisions about your family's core values that you want to ensure to be passed on in future generations.  The extent of your legacy ranges from personal effects, such as family heirlooms, to accumulated wisdom and life lessons passed down in your family.


You should make yourself a priority in legacy planning.  It is your way to make a lasting impression on those close to you and support the causes and beliefs you personally uphold.
It has long been said, it is not about how the amount of money you make; it's about how much money you keep, how hard it works for you, and how many generations you keep it for.