Philanthropy and Legacy Planning

Legacy planning in it’s simplest form a mapped out plan of what is to be passed down to your family when your time comes. The core difference between estate planning and legacy planning is that legacy planning is more emotional than the other. Your financial advisor will go over every aspect of how you leave yourself to your loved ones. A family trust will aid in directing where your current assets go, but through planning your wealth transfer can be more than just a change of account ownership, your wealth can become a responsible multi-generational legacy.

You may be the last of the family line and have decided to leave your legacy and assets as a charitable organization. Discussing with a specialized financial advisor would assure your philanthropic efforts can thrive long after.

There is something fulfilling about giving to those who need, but how do we do so to best suit you? Each of our advisors follow the fiduciary standard. As such, we will place your interests ahead of our own when providing professional services. Our team is dedicated to planning for a future that empowers you to live your best life and to do so with confidence. You will work closely with these advisors to build, monitor and maintain a comprehensive legacy strategy that can include Family Planning, Charitable Gifting and creating a Foundation in your name. Find confidence in living and giving unlike most people to find unmatched fulfillment for your hard work. You can make an impact that spans generations; let’s start planning towards that goal and start preparing your legacy today.