create and manage

your estate plan

The basic purpose of Estate Planning is to determine the most sensible, practical, and economical arrangement for satisfying the client's objectives and plans for family and charitable beneficiaries, while creating a tax savings whenever possible. It may involve a revised will or suggestions for realignment of insurance policies and their settlement provisions. It may result in the establishment of trusts, a program of gifts or philanthropy or a change in the way jointly-owned assets are held. A client's business interests may also require special attention. Planning for the use or distribution of unusual assets such as death benefits under pension, Individual Retirement Accounts, and profit sharing plans requires expert advice. Legacy Portfolio Management provides this assistance in cooperation with the client's lawyer, accountant, and other technical advisors. In this process, our client may ask Legacy Portfolio Management to assume roles such as corporate executor, trustee, or investment manager; in general we become an advocate and financial advisor for the client and his or her family and perhaps also for their business and philanthropic program.

Contact us today for more information on Estate Planning.