Legacy Planning

Increasingly, people want to use their assets to help their loved ones or to promote a cause. Legacy Planning allows one to prepare and plan for not just gifts after death but also while living. Legacy Planning takes into account the financial condition and stability of both the donor and the recipient. It focuses on the flexibility to give monetary gifts now rather than at passing in order to enjoy the experience of having loved ones benefit today from your wealth rather than after your death. This approach allows you to guide and shape financial decisions of the next generation now so that when you pass they can better handle their future inheritance from you.

Legacy Planning also promotes a discussion over what you believe in and what you want to support. Providing support now to an organization allows you to see if the organization you choose to donate to will be a good steward of any donation after you pass. Most importantly, we are here to assist in the full implementation of your Legacy Plan once you pass.

Legacy Planning also takes into account the traditional elements of Estate Planning. We help make sure clients have all the normal estate planning documents like wills or power of attorneys. In addition, we discuss and document who is to be trusted to help manage your affairs. Special care must be used to ensure that all accounts have properly named beneficiaries. This allows the assets to pass without the added cost of probate. Often individual beneficiaries present unique circumstances that may need addressing more fully as well. In this way, Estate Planning merges into our Legacy Planning conversations.

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

Contact Us or Access Our Radio Show