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  3. Estate and Legacy Planning Strategies

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.

Our Services

  • Financial Management
  • Investments
  • Insurance
  • Tax Planning
  • Estate and Legacy Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (402) 934-7200

Fax: (402) 260-7073

Email: info@silverleafwealth.com

Address: 12801 Pierce Street, Suite 100 Omaha, NE 68144

Hours : Monday – Friday 8:00 AM – 5:00 PM

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12801 Pierce Street, Suite 100
Omaha, NE
68144 United States

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Securities offered through LPL Financial, Member FINRA/SIPC.  Advisory services offered through Gladstone Institutional Advisory, A Registered Investment Advisor.  Gladstone Institutional Advisory and Silverleaf Wealth Management are separate entities from LPL Financial.  

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