Estate Planning
Is Your Estate Plan Ready to Protect Your Legacy?
Legacy Planning Gaps Can Leave Your Family Vulnerable
Okay, let’s first change the narrative. Who really cares about an “Estate”? Don’t you really want to build and leave a legacy?
Many people believe their legacy plan is sufficient, but hidden gaps or outdated documents can cause financial and emotional distress for their loved ones.
Our Legacy Planning Scorecard gives you clarity on where you stand and actionable steps to address any issues.
A Simple Way to Assess Your Legacy Plan’s Strength.
We will help assess you on the following key areas of legacy planning.
- Important Documents - Important Documents ensure that your wishes are clearly documented and legally enforceable.
- Legacy Planning - ties together those documents with strategies to optimize the distribution of your assets.
- Taxation - This is essential to minimize the impact of taxes, ensuring that more of your wealth is preserved for your loved ones.
How it Works.
3 Simple Steps to Secure Your Legacy:
Take the Assessment
Answer only 22 short Yes/No questions about your current legacy plan.
Get Your Score
Your results are instant. See how well your plan is prepared to protect your legacy.
Plan Your Next Steps
Using your results, get useful tips and recommendations to strengthen your plan.
