Legacy Planning
Protecting Wealth and Leaving a Lasting Impact
Throughout your life, you’ve worked hard to build and protect your family’s wealth. Now, you want to ensure that those efforts extend beyond your lifetime and continue to make a positive impact on the people and causes you care about most.
Our legacy planning process is thorough, thoughtful, and personalized, helping you design a plan to share your legacy with family, friends, charities, and other causes that matter to you.
What Is Legacy Planning?
Legacy planning is the process of safeguarding your wealth and ensuring your intentions are carried forward. It goes beyond financial management—it’s about leaving a meaningful, lasting impact for generations, while protecting your family and philanthropic priorities.
Questions You May Have About Legacy Planning:
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Will my family’s wealth be safeguarded for generations to come?
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How can I ensure that the legacy I leave is significant and lasting?
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Have all my essential documents been created or recently updated?
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How can I help family and charitable causes now and in the future?
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Who will be responsible for carrying out my wishes?
Our Legacy Planning Approach
Our wealth transfer planning is designed to help you clarify and execute the legacy you want to leave. Through a thoughtful, step-by-step process, we help you:
- Identify your priorities and long-term goals
- Review estate planning documents to align your wealth plan with your intentions
- Engage in meaningful conversations with your family and advisors
- Explore opportunities for multi-generational wealth impact
By focusing on what matters most, we help you explore ways to use your wealth to make a lasting impact for your family, causes, and future generations.
Key Legacy Planning Services We Offer
- Comprehensive Estate Plan Reviews
- Trustee Coordination to Ensure Your Wishes Are Followed
- Multi-Generational Financial Planning for Family Continuity
- Generational Family Education to Pass on Knowledge and Values
How Focus Helps
Related Articles
See our latest thoughts and insights on Estate & Trust Planning.
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Should You Have a Trust?
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Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
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