Legacy Planning
While enjoying your "Golden Years", their may come a point when your thoughts turn to how you will be remembered. You have spent a lifetime building wealth, and it occurs to you that, as they say, "You can't take it with you" Beyond the basic estate planning of wills and beneficiaries, is there anyway to make sure that your heirs will manage the assets with the same values in which you earned them? What will happen to the business that you have spent a lifetime building? What about the charities that hold a special place in your heart? Can you really help your church build the new wing? Will giving to charities mean that you have to reduce the lifestyle which you have worked so hard to have?
Questions like these are not uncommon for those people who have done a good job building their nest egg. Unfortunately, answers to these questions are uncommon. Legacy Planning goes well beyond the basic wills and beneficiaries, it involves managing a team of professionals. Attorneys, accountants, insurance companies, and investment advisors all have to be coordinated and working together to ensure that your legacy lives on as you for see it. Freedom Financial Wealth Management can help. We start by meeting with you, getting to know you, and listening carefully to your vision of your legacy. We then will construct a plan, using advanced planning techniques that lays out business continuation plans, enhanced charitable giving, current income management, beneficiary gifting, and may even have tax benefits. Once a plan is constructed we work with your team of professionals, to managing the implementation and oversight. If you do not have a team in place, we will help you find qualified individuals that match your needs. After the plan has been established, we provide an ongoing relationship with you, to help you to make modifications as life throws its curve balls at you. Furthermore, after your passing we will be there to see your legacy matches the vision that you painted.
Contact Us today to find out how.