LEGACY

Wealth for heirs and unborn heirs What will your legacy be?

Your thoughts about legacy mature as you do. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidences that your goals have been met.

What is it Designed To Do?
-Help you plan to have the money you need
to improve the lives of others.
-Could include expenses like giving to family, philanthropy, and wealth transfer over generations.
-Potentially include investments with higher risk profile.
-Magnify your charitable impact.
outlive.

Why it Matters
-Helps you plan beyond your own needs to make a difference for the people you love and causes you care about.
-Feel more confident seeking growth because investing is in longer time frames- perhaps decades.
-Can incorporate giving now to make your gifts more tax efficient.