Preserving Your Legacy Through Generational Wealth Transfer
We bring a new level of craftsmanship to financial planning.
Considering the generational wealth gap, there has never been a better time for you to consider what you will leave to your heirs. After decades of hard work, disciplined spending, diligent saving, and responsible investments, the time has come for you to plan for your legacy. All those years of commitment and sacrifice have put you in a position to turn your accumulated wealth into a financial legacy that will have a significant and lasting impact on future generations.
Do you know what will happen to your wealth when you pass?
Without a well-crafted estate plan, your assets may not end up where you intend. The process can become costly, complicated, and emotionally draining for your family. With the right strategy, you can minimize taxes, avoid probate, and provide clear guidance to those you leave behind. By alleviating the burden of financial planning and minimizing taxes, we can help maximize the legacy you can leave behind for your children, grandchildren and great-grandchildren.
A properly constructed estate plan can greatly reduce the stress and confusion of how assets should be distributed because there are only three places a person’s wealth can end up after they pass:
Family
Charity
Government
Not all dollars are taxed the same way after death.
Some dollars will pass tax free while others will be taxed as ordinary income or even with state or federal estate taxes. It’s important to be aware of the current estate tax rules, rates and exemptions to be able to pass assets as efficiently as possible to your heirs. Based on this information, our team will help you pass on an estate the leaves a minimal tax burden to your heirs.
Many clients worry about…
- Is my family prepared to manage the wealth they will inherit?
- Who will get what assets or positions?
- How much tax will they have to pay?
- Can I protect our family’s money from divorce or bad actors?
- When and how do they get access to all the money?
- Who will run the family business?
Our Pathfinder Process
Our Pathfinder Process will help you take the final steps of your journey and pass your legacy to your loved ones.
By creating a thorough plan, you can reduce the burden your loved ones have to bear. Buttoning up logistical issues can eliminate stress and complicated problems that many families and spouses have to face when they are left unprepared.
Our team is here for you.
We will help you:
- Review beneficiaries regularly to ensure your wishes are reflected
- Review and appraise all existing insurance contracts
- Review Wills & Trusts to ensure all assets are titled correctly and/or have the correct named beneficiary(ies)
- Build a list of your attorney, CPA, executor/trix, and all your children and beneficiaries
- Meet with your key contacts and review their future role in the estate
To help us along the journey we have created partnerships with:
- Attorneys
- CPAs
- Business Valuation Experts
- The Pinnacle Group’s Advanced Planning Team
- Auction Houses
- Jewelers & Appraisers
- Property Valuation Experts (personal & farm)
Our strategic partnerships
