What are the best ways to help protect your legacy?
Whether you are leaving a financial estate to your family or favorite charities, proper legacy planning is the way to ensure that you’re in control of what happens.
Accomplishing the legacy planning basics like a last will and advance directive is of vital importance. However, it’s also beneficial to think about the process more holistically.
Creating and maintaining a legacy plan gives you your best chance at that lasting legacy, whether that involves creating a trust, starting a foundation, crafting your last will and testament or all of the above. No one knows what tomorrow brings, so the right time to prepare for your estate and create a legacy is right now. The sooner you get your affairs in order, the sooner you’ll have peace of mind that your loved ones and assets will be taken care of.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
