Estate and Legacy Planning Strategies

How much thought have you given your legacy?

Your wishes for how your wealth effects the next generations may be transparent, but translating those wishes into reality can be difficult. While many new clients may have taken the time to meet attorneys to have documents prepared, they may have not adequately re-titled assets or updated their chosen beneficiaries, creating serious risks to their overall estate plan.

We will help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your estate planning attorney to formalize your wishes and explore alternatives for minimizing projected estate taxes and related settlement costs, such as titling assets, using trusts, lifetime gifting strategies and charitable planning.

Additional estate planning considerations include:

• Power of Attorney
• Living Will
• Health Care Power of Attorney
• HIPAA Authorization

Silverleaf Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.