Leaving a financial legacy requires preparation and planning. The process starts by thinking about how you would like to be remembered. Sometimes it’s about carrying on family traditions, supporting meaningful causes and charities, or transferring wealth to your family. Each legacy is unique, and you’ll need an advisor with access to a deep bench of professionals to support you along the way.
Through a team approach, we can help you plan to leave a lasting legacy for those you love and the causes you believe in. We are committed to helping our clients pursue clarity and peace of mind for their financial future as well as for their loved ones.
Money Is a Gift That Might Have Strings Attached
Gifting too much or in the wrong way can cause unintended consequences. A financial advisor can help you monitor the impact of your gifting on your overall financial situation.
The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.