Simply stated, a legacy plan ensures that what you want to happen at the time of your passing, does happen. But because this subject is complex and emotional many families overlook this plan until it is too late, either forcing the state to divide up your assets in a way you would not have wished or asking relatives to make decisions at a time when most family members are the most emotionally fragile. Significant financial burdens can result from taxing the inheritance, too. Having a plan in place reduces the stress and red tape that goes along with losing a loved one.
How We Help
Together, we can create a legacy plan that minimizes estate taxes and maximizes the amount of money going to your family. Proper planning can also eliminate family issues that could be created if they are left guessing what you would have wanted.
