Ensure your legacy lives on and serves a purpose.
Legacy planning is one key element of any retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you build your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use or transfer your wealth to beneficiaries.
It is important to carefully strategize for the transfer of your assets so the legacy you’ve worked hard for can serve a meaningful purpose. From starting the conversation with you to guiding you through the actual transfer of assets, we are here to help educate you on the process.
Creating a strategy for your legacy is more than simply managing estate taxes. There are a number of methods and tools that may be put to use to protect your finances and ensure it is transferred according to your wishes. It’s important to understand helpful instruments to use during the legacy planning process, including:
- Revocable living trusts
- Powers of attorney
In addition, both term and cash value life insurance and long-term care insurance policies may be options to consider. These policies can be designed to serve different helpful functions.
Overall, preservation of your wealth and assets requires a coordinated effort. Our firm is uniquely positioned to provide protection and financial peace of mind to you, your loved ones, and any of the channels in which you wish to eventually distribute your wealth and assets. You’ve worked hard over time to accumulate them — make sure they work hard for you over time, too.
Our firm does not provide legal advice, and you should consult an attorney for such advice.
*Insurance sales and services provided by Kramer Investment and Insurance Services, Inc. an affiliated entity.