When you value your family protecting and preserving your assets is optimal in securing their financial future. Legacy Planning is an advanced approach to traditional estate planning with even more emphasis on tax law and tax mitigation strategies. Applying the estate tax laws to your estate planning is the most effective way to manage your wealth long term ensuring your family, assets and business are transferred and distributed with the least amount of tax implication and financial detriment. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.
View our wide range of services:
- Coaching (internal system)
- Coaching to prepare family leaders to transition wealth, management and responsibilities
- Coaching to prepare heirs to receive wealth, appropriate responsibility, values, and understanding of familial expectations.
- Creation of a “Family Constitution” a plan to successfully transfer wealth and values
- Family Leaders
- Heir Preparedness
- Responsibilities
- Wealth Transitions
- Expectations
- Management
- Value system
- Core of business/family/closely held business
- Traditions
- Beliefs
- Wishes
- Philanthropy (Family Foundations)
- Business Succession/Exit Plan