Legacy Planning

COMPLIMENTARY INITIAL CONSULTATION
Legacy Planning

Avoid probate with a Living Trust. Probate can delay assets going to your heirs for months or even years. Life insurance proceeds may be included in your estate upon death if your net worth exceeds certain thresholds. Consider having your life insurance policies owned by an Irrevocable Life Insurance Trust (ILIT). Living Trusts, ILIT’s, Charitable Trusts, etc, should be an integral part of your estate planning. 

 

*For legacy planning please consult with your attorney and/or tax advisor.

 

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Our Advisors will work with your tax or legal professional to assess your needs and make sure your estate has a smooth transition to the next generation.

ILIT

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.

Wills

A will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

Trusts

Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.

Power of a Trust

There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.

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