Legacy planning is about more than wealth transfer. It involves conversations on family values, long-term care needs, inheritance, and philanthropy. You'll want to maintain your lifestyle throughout your retirement years and avoid becoming a burden to loved ones. With taxes, inflation, medical costs, longevity and market fluctuations there is a lot to consider. We use strategic risk and estate planning processes to create holistic financial plans that help you gain confidence so you are prepared for whatever challenges life throws at you.
What are your wishes for your children and grandchildren after you pass on?
Will your estate plan resolve or cause family conflicts?
How would you like to be remembered?