Legacy Planning

"What man really fears is not so much extinction, but extinction with insignificance. Man wants to know that his life has somehow counted, if not for himself, then at least for a larger scheme of things, that it has left a trace, a trace that has meaning, its effects must remain alive in eternity in some way." —Ernest Becker, Pulitzer Prize-winning Author

There comes a time when you begin to appreciate life’s vulnerability. You become more focused on the desire to live a life of significance and leave a meaningful legacy. Legacy planning is a process whereby you determine what you want your legacy to be, then evaluate how to best use your time, talent and money to make a lasting impression on those you love and the causes you believe in.

We will help you examine your financial and non-financial goals and concerns and customize a plan to help you transfer your assets in the most tax-efficient way possible.

Call us today to schedule an appointment.