Multigenerational Planning
You want to ensure that your lifetime efforts are strategically positioned. Now in the wealth distribution phase, seniors who find themselves with substantial net worth holding in liquid assets, such as real estate and closely-held businesses, will find that estate taxes can significantly deplete their estate.
Let us help you implement a plan to maintain and pass on your legacy for generations to come.
Legacy Planning
Your legacy is more than a number on an account statement. It involves everything that is important to you. According to NASDAQ, 70% of families lose their wealth in the second generation. That number jumps to 90% by the end of the third generation. The Vanderbilt family went from rags to riches, then back to rags within three generations. In contrast, the Rockefeller family used a series of trusts to grow their estate, which as of 2020, is still valued at over Eight Billion Dollars, spread over 70 heirs and more than 6 generations!
Your heirs do NOT have to be a statistic. Through creative estate planning and insurance techniques, we strive to help clients to put their heirs in positions to be successful for generations.
Life and Disability Insurance
We offer life and disability insurance to make sure you are protecting what you earn and those you love. Choosing the right amount of coverage may seem like a guessing game, but we take a calculated approach to make sure the value you provide is properly insured.
Helpful Content
Getting Your Financial House in Order: Do I Really Need an Emergency Fund?
Learn why it’s important to have an emergency fund and how to build one.
View
Pay Down Loan or Invest
Learn how to analyze whether to pay down a loan or invest extra funds instead.
View
What Is a Financial Wellness Plan?
A financial wellness plan is a strategy that strives to address four key objectives.
ViewWe're Here to Help.
Let's Chat!
Learning about finances is an ongoing journey - we're here to support you every step of the way! Have questions about the resources you explored, or need help clarifying a specific topic? Fill out the form below and one of our dedicated team members will be in touch!