Let your values and priorities live on
One of the great privileges of wealth is the ability to be a positive influence for the people, institutions, and causes you hold dear, not just during your lifetime but for generations to come. This goes far beyond estate planning and wills, but requires the same level of forethought and preparation.
At QuadCap, we have helped hundreds of clients consider what it means to leave a legacy and put in place the plans to make it a reality. It begins with the goals and values that are most important to you. From there, legacy planning can go in many directions – from sharing specific guidance to loved ones to financial support for future generations and charities.
Our guidance in legacy planning may include:
- Identification of personal goals and values
- Passing on values, wisdom, and life lessons to future generations
- Implementing a solid succession plan
- Financial security for family members
- Reduction of the tax burden for heirs
- Protection of the estate
- Establishing priorities for philanthropic giving
It may be helpful to think of legacy planning as an extension of estate planning, focusing on the non-material assets that are important to you and your family. With our guidance you can preserve and share these invaluable treasures in an intentional and meaningful way.
