Estate & Legacy Planning
Our legacy planning services align your financial plan with your wishes for passing on assets. We provide clarity around documents, account structures, and beneficiary selections.
What Thoughtful Legacy Planning Services Can Do for You
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
Shape a financial legacy aligned with your personal values.
At WealthCare Financial, our estate and legacy planning services focus on building relationships rather than quick transactions. As business owners who work closely with each client, we prioritize long-term alignment by helping you consider the financial, personal, and practical details involved in passing on what you have built.
We support individuals, families, and professionals who seek an intentional and organized approach to planning for the next generation, grounded in real-life priorities rather than just financial accounts.
- Relationship-Centered Planning: We take time to understand your values, vision, and family considerations before discussing strategies.
- Multigenerational Focus: From inheritance strategies to legacy letters, we help support continuity across generations.
- Tax-Aware Guidance: We identify planning opportunities that may help reduce the tax impact on your estate.
- Coordinated Approach: We collaborate with legal and tax professionals to support efficient, aligned implementation.
