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Estate and Legacy Planning

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Estate and Legacy Planning

Preserving wealth across generations to maintain your legacy, while keeping your values at forefront.

Estate and Legacy Planning

Legacy and estate planning demand meticulous attention to ensure they meet your present and future financial aspirations. With support from The Capital Concierge team, we will assist you in defining your estate goals and devising a strategic plan to achieve them effectively.

If you do not have a designated tax and estate advisors already, we will utilize our network of professionals to collaborate with you and coordinate the required planning steps in the following areas:

Before drafting any legal documents, we will have an in-depth discussion with you to understand your goals and intentions. This ensures that when your attorney prepares your documents, they accurately reflect your wishes, giving you confidence that your desires are fulfilled.

Legacy Planning is a more holistic approach to estate planning. By having the appropriate solutions in place, we look to minimize the impact of taxes and expenses while maximizing distributions to heirs or charities, so that your legacy lives on for generations.

Legacy Planning

The core of an estate plan is determining what will happen to your property when you pass away. We understand the sensitivities that come with talking about death or discussing financial matters with your loved ones. We understand that this topic can be challenging to navigate. We are here to help explore it together.

Your estate plan Identifies the people you want to benefit from your assets and includes those you trust to take care of yourself and your assets if you’re unable to do so. The Capital Concierge Legacy Binder is used to meticulously organize and present a concise plan of your estate's needs to your loved ones. This ensures clarity and looks to uphold your final decisions regarding your legacy.

Estate Planning

Develop a clear plan to pass on your legacy.

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Define how your estate will be distributed after your death.

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Create a definitive plan for managing your total wealth while you’re alive.

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here's a look at each phase of our process

legacy binder

Taking time to fill out this book is one of the best gifts you can give yourself and your family. With this concise, easy-to-use organizer, you’ll have a complete record of your investments, insurance policies, personal property, business dealings and contacts.

my financial plans summarized