Leave a Lasting Impact. Plan Your Legacy.

You've spent a lifetime building your wealth. Now, the question is: how can you ensure it benefits the people and causes you care about most? Estate and legacy planning isn't just about writing a will; it's about creating a thoughtful, comprehensive strategy that ensures your wishes are honored and your loved ones are protected. At Impact Financial, we help individuals and families navigate these crucial decisions with clarity and confidence.

We understand that these conversations can be difficult, but they are also incredibly important. Our goal is to make the process as straightforward and stress-free as possible, providing you with the confidence that comes from knowing your legacy is secure.

Estate & Legacy Planning

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We work with you and your legal counsel to develop a robust plan that reflects your unique values and goals. Our process includes:

  1. Defining Your Goals: We start by listening to what matters most to you. Whether it's providing for your children and grandchildren, supporting a favorite charity, or leaving a specific asset to a loved one, we'll help you articulate your wishes.

  2. Wealth Transfer Strategies: We'll explore strategies to transfer your assets efficiently and minimize the tax burden on your heirs. This can include the use of trusts, gifts, and other legal tools.

  3. Charitable Giving: If you're passionate about a specific cause, we can help you integrate charitable giving into your plan in a way that maximizes your impact and provides potential tax benefits.

  4. Planning for Your Family: Beyond just financial assets, we'll help you consider key legal documents like a power of attorney and healthcare directives. These ensure that your decisions are respected and your family isn't left with difficult choices during a challenging time.

Our approach to Estate & Legacy Planning

Common questions we help our clients answer

  • How can I ensure my heirs receive their inheritance with minimal hassle and expense?

  • What are the most tax-efficient ways to leave money to my family or a charity?

  • Do I need a trust, and what kind is right for me?

  • How can I make sure my family is cared for if I become incapacitated?

  • How can I coordinate my investments with my will and other estate documents?

*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Additional Services

Make a lasting impact on your finances.