Estate and Legacy Planning
Have you ever wondered…
How can I be sure my family will be taken care of after I’m gone?
What am I passionate about, and what can I do about it?
What assets and values do I want to pass on to my family?
How do I want to be remembered?
Thinking about the future can be emotional and overwhelming. Doing something about it can be even more difficult.
You’ve worked hard to build the financial security, family, and life you have. Now, you want to enjoy the rest of your life without worrying about what will happen when you’re gone.
Estate and legacy planning is an excellent way to positively shape the future.
But, there are so many pieces to the puzzle, it can be hard to know where to even begin.
Planning your estate and legacy shouldn’t feel like a burden – and you should never go through the process alone.
Wealth Wise Advisors will help you clarify your vision and create an intentional, customized strategy for your estate and legacy. We partner with your estate attorney and investment advisors to form a team that works with you, ensuring your assets, values, and passions are efficiently and effectively passed on to future generations.
We’ve worked with many clients to develop and implement estate plans and generational legacy strategies they feel good about.
What you’ll get with estate planning:
Strategic Asset Deployment
Estate planning encompasses the financial aspects and practicalities surrounding the transfer of wealth. It provides for us as we age and takes care of our passions and loved ones after we are gone. Estate planning is about leaving a financial cushion for your partner and funds for the physical or educational needs of your children or grandchildren. For parents of young children, it’s a way to ensure that someone can care for them if you can’t.
Tax Efficiency & Asset Protection
We collaborate with your estate planning attorney and investment advisor to safeguard your assets, minimize the burden of estate taxes, and maximize the impact of assets passed on to your family.
Charitable Compliance Services
We make sure that compliance and filing for all of your charitable contributions meet the specific legal and regulatory requirements to support your tax deductions.
Here’s what you’ll get with legacy planning:
Charitable Giving Expertise
Your means of giving are as unique as your philanthropic vision. We help you navigate complex giving strategies, from cash contributions, gifts of appreciated stock and charitable conservation easements to in-kind gifts of art, real estate, and more – empowering you to maximize your charitable impact and minimize tax burdens.
Personalized Strategic Planning
Legacy planning is about more than money, it’s about making a lasting impact. Based on your values, wisdom and personal philosophies, we can help develop a plan that extends beyond financial wealth, creating a meaningful legacy for future generations.
Feel good about the future.
Estate and Legacy Planning with us gives you:
- Peace of mind and freedom to enjoy life today, knowing that your estate is in order, your family is taken care of, and your legacy is secure
- A stronger family bond, where your values are passed down and your story is shared through your family lineage
- A lasting impact on the causes you care about, ensuring your generosity continues to make a difference in the world
- Confidence in your estate planning and giving strategy, knowing your assets and charitable contributions are both meaningful and tax-efficient
