Legacy Planning

Ensure your legacy lives on and serves a purpose.

Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.



It is important to carefully plan for the transfer of your assets to allow the wealth you’ve worked hard for to serve a meaningful purpose. From starting the conversation with you, to guiding you through the actual transfer of assets, we at Wealth Financial Services & Tax Advisors are here to educate you on the process and guide you through every step.

Creating a strategy for your legacy is more than simply managing estate taxes. ┬áThere are a number of methods and tools that may be put to use to protect your wealth and ensure it is transferred according to your wishes. It’s important to understand helpful instruments to use during the legacy planning process, including:

  • Wills

  • Revocable living trusts

  • Powers of attorney

  • Advanced medical documents

In addition, both term and cash value life insurance and long-term care insurance policies may be options to consider. These policies can be designed to serve different helpful functions.

Overall, legacy planning and preservation of your wealth and assets require a coordinated effort. Our firm is uniquely positioned to provide protection and peace of mind to yourself, your loved ones and any of the channels in which you wish to eventually distribute your wealth and assets you’ve worked hard over time to accumulate.

We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.