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Legacy Planning

Defining Your Legacy

Defining Your Legacy

You are working hard to accumulate wealth to achieve the goals and provide the income you need throughout your lifetime.

An estate plan isn't just for the wealthy.

Legacy planning takes a holistic approach to making sure your vision for your wealth is carried out in your lifetime and distributed through your estate according to your wishes after your passing. 

Work with a professional to set up an estate plan.

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Will

Will

Your will is the document in which you can name who
will care for your minor children or other dependents, and
directs who will inherit your property. Once the directions
in your will are carried out, the document expires.

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Trust

Trust

You may decide to set up a trust to provide for the
ongoing care of your heirs, or the ongoing disposition of
your assets. For example, you can set up a trust that will
provide an income for your spouse or to care for a disabled
child. Unlike your will, a trust is a document that survives
even after your will expires.

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Health Care Directives

Health Care Directives

Depending upon where you live, you may want to
consider both a health care declaration and a Power of
Attorney for health care. Some states combine these
two documents within an advance health care directive.
Together, these documents allow someone you choose
to carry out your health care decisions, or to make health
care decisions for you, in the event that you become
unable to do so.

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Financial Power of Attorney

Financial Power of Attorney

In this document, you give a trusted person or entity the
authority to handle your money and property in the event
that you are unable to do so.

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"Your story is the greatest legacy that you will leave to your friends. It’s the longest-lasting legacy you will leave to your heirs".—Steve Saint

Featured Content

<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.