Creating Your Legacy
- Do you have a succession plan in place?
- Are your beneficiaries prepared to manage this wealth?
- How will you minimize the financial impact of your passing?
- Are you set up to eliminate tax liability upon death?
- Have you considered how you will create your legacy?
- Have you decided how philanthropic initiatives will continue?
- Currently, are you able to make your charitable gifts in kind?
- Are you planning to continue donating in retirement?
Creating a financial plan is your first priority; however, ensuring that plan works beyond your lifetime is just as significant. You have worked hard to build your wealth and you will want to implement estate planning to ensure that your surviving loved ones are provided for and your wishes are followed in the most efficient way possible
For many of our clients, creating a legacy and giving back to those who need help is a key planning priority. Donating to your favourite charities is important and we offer our clients a more effective way to give.