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FAQ

We specialize in Legacy Planning and Succession Planning to help individuals, families, and businesses secure their future. Here are some common questions you might have about our services:

What is Legacy Planning and Succession Planning?

Legacy planning is the deliberate process of preparing how your values, assets, and cherished wishes will be passed on to future generations, ensuring a profound and lasting impact beyond your lifetime. It's a way to leave a meaningful and enduring legacy that reflects your values and goals.

Succession Planning embodies the art of securing a seamless transfer of leadership and ownership within a business or organization, perpetuating its legacy and enduring influence.

Why is Legacy Planning important?

Legacy planning is a purposeful endeavor that enables you to safeguard and pass on your cherished values, principles, and the blessings of generations to come. It empowers you to create a profound, enduring impact on causes or organizations that hold special meaning to you.

This thoughtful process ensures that your heartfelt aspirations continue to resonate long after your time, guiding the way for those who follow in your footsteps.

Who can benefit from your services?

Individuals and families with a desire to safeguard their values, cultivate a lasting legacy, and bestow generational blessings.

Business owners desiring a smooth transition of leadership and preservation of the organization's core values and vision for future generation.  It also protects the families of the business owners by preventing heartache and difficulty during a planned or unplanned transition.

How does the process work?

We begin with a consultation to understand your goals, assets, and values.

We create a customized plan that may include wills, trusts, estate tax planning, and more.

For businesses, we develop a strategic succession plan to ensure a smooth transition.

What is the difference between a will and a trust?

A will outlines how your assets should be distributed after your death and appoints guardians if you have minor children.

A trust is a legal entity that holds and manages assets on behalf of beneficiaries, often avoiding probate.

Can you help with tax planning?

Yes, we offer comprehensive tax planning services to minimize estate and inheritance taxes.

How do you handle business succession planning?

We work closely with business owners to identify and prepare successors, create buy-sell agreements, and ensure a smooth transition.

What is the cost of your services?

The cost varies depending on the complexity of your situation and the services required. We provide transparent pricing during the initial consultation.

Is my information kept confidential?

Yes, we adhere to strict confidentiality standards and prioritize the privacy of our clients.

How often should I review my legacy and succession plan?

It's advisable to review your plan whenever there is a major life event, change in financial situation, or every few years to ensure it remains up-to-date.

Do you work with other professionals like attorneys and financial advisors?

Yes, we collaborate with a network of professionals to provide a holistic approach to your planning needs.

How can I get started?

Contact us to schedule a consultation. During this meeting, we'll discuss your goals and tailor a plan to meet your specific needs.

Our Team is dedicated to helping you secure your legacy and ensure a smooth transition for your loved ones or your business. Feel free to reach out to us with any additional questions or to schedule a consultation.