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Legacy Planning

Do you know what your legacy will be?

Your legacy is the collage of your actions, contributions and achievements. Regardless of your age, it is important to be prepared and plan your legacy. As you get older, this certainly increases in urgency, but it is never too early to begin. The sooner you start, the better position you'll be in for protecting your loved ones.

Legacy planning may involve estate planning, wealth transfer, charitable giving and wishes regarding end-of-life issues.

Although legacy planning may not seem like a high priority, it's surprising how much it may impact the rest of your financial plan. That is why it's so important that we coordinate this portion of your wealth management plan with an estate-planning attorney. The team at LifePoint Wealth Management, Inc. will help ensure the proper accounts are used, titling is correct, asset placement is appropriate, separate Investment Policy Statements are used for certain trusts and other estate planning aspects are addressed.

The team at LifePoint Wealth Management, Inc. helps you discover ways to use your time, talent and money to make a lasting impression on those you love and the causes you believe in. Live a life of significance and leave a meaningful legacy! 

Legal services are not offered by LifePoint Wealth Management, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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