What is Legacy & Inheritance Planning?

Legacy planning, also known as estate planning, ensures that all your assets and investments are properly documented in one place. This process facilitates the seamless transfer of your assets to your loved ones in accordance with your preferences.

Why Legacy & Inheritance Planning?

By considering your legacy and establishing a plan, you have the ability to influence the fate of your hard-earned wealth, ensuring it benefits your heirs as you envision. This not only brings you peace of mind but also serves various purposes, including:

Types of Financial Planning

Different financial planning types focus on specific areas:

  • Ensuring fair distribution of wealth
  • Updating beneficiaries as needed
  • Minimizing tax obligations
  • Periodically reviewing and adjusting your estate plan