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Legacy Planning

Creating a strategy that dictates how your assets will be managed at the end of your life is an instrumental part of securing your loved ones’ financial well-being. Estate planning has been a common component of financial services providers’ work for many years, but legacy planning is a relatively new concept that incorporates your morals, beliefs, and personal ideas into your estate plan. In doing so, you can leave behind the vision you have for future generations.

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Estate Planning

Estate plans dictate how your assets will be distributed after your death. They also include information that will help your loved ones and next of kin determine how to deal with financial concerns that arise if you are incapacitated or otherwise unable to make decisions for yourself. Often, estate plans are used to protect and grow one’s assets during their lifetime to ensure that those assets are available to their loved ones after death.

Financial Planning

It is difficult to leave behind an adequate financial legacy if you are not financially stable. Grutz Financial can help you improve your financial situation so that you have wealth that you can gift to your loved ones. They will also help you understand how tax liabilities, such as estate tax, will impact the process of passing on your assets.

Honoring Your Legacy

Many people live their lives with a set of personal morals, principles, and values that guide their decisions. These ideals have likely played a significant role in shaping you into the person you are today. By taking your estate plan to the next level and creating a legacy plan, you can ensure that your beliefs are honored after your passing.

This can be achieved by creating a plan that focuses on giving to the causes that matter to you following your death. You can do so through acts of charitable gifting. For example, your financial advisor may suggest that you establish a charitable trust to donate to a cause that you are passionate about.

Although some people choose to leave behind direct gifts to specific organizations, charitable trusts offer you more control over how your assets are used. Foundations are another philanthropic option that you can include in your legacy plan. Our financial advisors will help you figure out if it makes sense to create a foundation that your children can potentially lead to support the causes you care about in the future.

Dealing With Probate

The process of validating a deceased person’s will can sometimes take months or even years, as this process involves identifying a person’s assets, paying off their debts, and distributing their property to the appropriate heirs. You can work with your financial adviser to diminish or eliminate the probate process by including trusts in your legacy plan. You can fulfill many different needs using trusts, and a financial professional will help you understand how.

You can maximize what you leave behind for your family by signing up for a financial planning session with Grutz Financial soon.

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Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Grutz Financial are not affiliated companies. Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits, safety, security,  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm is not affiliated with the U.S. government or the federal Medicare program. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. The firm is not affiliated with the U.S. government or the federal Medicare program. 759187 – 11/20 Privacy Policy | Terms of Use

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