Legacy Planning

For the majority of our clients, a well-planned retirement involves more than just confidence in not outliving income. If you are looking to leave a legacy to loved ones or a charity of choice, we can help. We work with a team of attorneys and certified public accountants (CPAs) to help ensure your estate is in order and that you have the appropriate legal documents filed to support your goals. We then conduct a beneficiary review to confirm that the strategies you desire aren’t in conflict with any designations you may have made in the past, all in an effort to keep your money in the hands of those who matter instead of the IRS. Contact us to discuss legacy planning.