Gifting/Planning Your Legacy
“The best things in life aren’t things.” – Art Buchwald
If you’re like most people, you may find inheritance and legacy planning to be a challenging topic wrought with many financial and emotional considerations. But like all the milestones you reach as a family, such as births, graduations, and marriages, it can be equally rewarding.
Good legacy planning is about a lot more than just a financial inheritance. A good legacy plan addresses all areas of your wealth including your values, life lessons, and wishes to be fulfilled. It also recognizes the emotional issues involved in every family dynamic. It places the family photos, Grandma’s rocking chair or Dad’s favorite watch right alongside the family fortune. It also addresses the difficult decisions such as whether equal distributions of wealth are really equitable.
Our experienced professionals are qualified to help you understand the personal and financial implications of planning your legacy. We help you identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions with confidence and a sense of purpose. Integrating the personal and financial sides of your legacy allows you to create an optimal solution for you and your family.