Estate Planning

Estate planning encompasses several different areas of expertise, involving strategies that are vital to the retention of assets and capital preservation. The Legacy Foundation can review your current estate planning position and provide sound advice about enhancing this very important and complex aspect of your financial picture.

Additional burdens and costs to your estate can be as simple as not having your beneficiaries in good order on your accounts, or imprecise designation of ownership of assets and/or property. We have partnered with estate attorneys whose practice is dedicated to these matters thus keeping us abreast of changes in the tax code and state laws. They can also provide the appropriate trust recommendations that accommodate our client’s needs, offsetting the impact of estate taxes.

The programs and products crucial to the estate planning process are:

Life Insurance, Long Term Care Insurance, Disability Insurance, Wills, Trusts, Medical Directives, Beneficiary Designations, Charitable Giving.