Our Legacy Planning Consultation empowers people to create and protect wealth in order to leave a legacy for their family and community.

Do you have a plan?

→ That Creates a Legacy for Future Generations?

→ To Provide for Your Family?

→ To Protect Your Personal Property?

Defining "The Why"

Estate planning is often (well, maybe not often by many, but in my practice it’s quite often) referred to as legacy planning. It’s important that you structure a plan so that your wealth gets to the right people and entities, but more importantly, in a way that honors your goals and wishes. One of the most important ways to ensure that you are setting up a solid, continuous legacy plan is to start by focusing on your family and community.

Crafting a Custom-Made Estate Plan

By taking a deep dive into what exactly is a foundational value for each family, you can then start to craft the right, personalized estate plan for that family. For some, that may entail simply setting up generational trusts, with guidance on distributions – maybe beneficiaries are to receive more from the trust if they go into public service or volunteer outside of their careers. For others, charitable planning and charitable structures become a significant component of the plan, and we weave in ways for family members to benefit from family assets while also honoring charitable goals. This can involve charitable remainder or charitable lead trusts, donor advised funds, or less frequent family foundations.

There’s more to the successful carrying out of a family’s values and passing those from one generation to the next than the mere drafting of an estate plan, though. An equally critical part, and sometimes more challenging part, is getting the family to engage with one another, to talk about those values with one another, and then put them into practice.

How to know if this is for you?

If you want to create a proactive approach to creating a plan and building a legacy for your family, this is for you! We are excited to have you  and we trust this will be of value for you and your family.

You will learn how to create a proactive plan to build, protect, and transfer wealth such as:

• The mechanics of a 1031 Exchange
• The benefits of a DST
• Ways to create a legacy

Our upcoming live workshop schedule

• Wednesday, April 24, 2024, 5:30 p.m. to 6:30 p.m. (Elm Room A, Burlingame Community Center)

Book a FREE one-on-one consultation for a personalized action plan.