In addition to creating a retirement plan that can serve your retirement years, we believe it’s critical you have an estate plan in place for the day you’re no longer here. We partner with outside estate planning attorneys to help you manage your inheritance, will, and trust to ensure your wealth is used how you want it to be.
Regardless of your wishes for your personal wealth, business properties, or other assets, having a plan and place can help ensure a smooth transition of those assets while eliminating unintended consequences those transfers could have for your loved ones. We take great pride in working with our clients, so their estates and legacies are in place.
LifePlan Financial Design starts your legacy plan with the initial retirement and income plan but continues with a written plan that will outline the beneficiaries and the steps necessary to leave your assets in a more safe and detailed way.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Legacy planning can be a complicated process, but having your assets and wealth organized in one place can help. Get your own Legacy Checklist by filling out the form below.