Legacy planning is one of the most important tasks any family can do for their heirs.
Without good planning, businesses crumble, assets are forced to be liquidated, and family discord can occur. Good estate planning provides a roadmap for the family to follow when death occurs so that some of these pitfalls can be avoided. Whether the planning is a simple will or trust, or complex discounts and charitable planning, a well-constructed estate plan might save 10-20% or more of the estate – money that might unnecessarily go to fees and taxes.
In considering your family legacy objectives, Wealth Teams Alliance will help you explore different outcome models, present options that are available, and help you determine what is best for your personal situation. WTA has helped many families talk about these issues and find solutions that were custom designed for them. We would welcome the opportunity to sit down with you to help you fashion a planning framework.