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Estate & Legacy Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

  • Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.
  • Charitable Giving can provide tax benefits for you and your heirs.

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide a referral to outside professional advisors adept at the intricacies of estate and tax planning*. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today’s complex estate planning landscape.

*Outside providers of professional services are neither affiliated with nor endorsed by Souders Financial Group or LPL Financial.

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