Family Legacy Planning Services


It is not what you gather, but what you scatter that tells the kind of life you have lived.”

~Helen Walton


The most important things in life are not things, but family treasures like core values, morals, wisdom and memories. Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, and distributing your estate how you choose after your death.

Armed with clarity of your purpose, intentions, values and goals your personal legacy plan is constructed. The plan correlates the unique passions and purpose of your life and financial resources with retirement, investment, and estate planning strategies entwined with tax and asset protection solutions. Constructing the plan is only the beginning, we serve as the liason between you and your professional advisor team, working with your CPA, Insurance Agent, Investment Manager and other advisors to implement the plan. Not only do we assist with putting your plan in action, through our LegacyConnect program, we monitor your progress and periodically review and update the plan.

Our multidisciplinary approach addresses:

Retirement Planning

  • Retirement distribution planning
  • Deferred compensation
  • Beneficiary designation
  • Stock option issuance and exercise
  • Qualified and Nonqualified plans
  • Social Security planning

Risk Management

  • Identifying current and future risk exposure
  • Analysis of current insurance and cost effectiveness

Tax Planning

  • Multi-generational IRA planning
  • Maximizing use of tax advantaged investment vehicles
  • Reducing or eliminating estate taxes

Estate Planning

  • Minimizing probate expenses, delay and publicity
  • Assuring proper management of family assets

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