Planning for the welfare of your family, beyond retirement and after you're gone, begins while you're still fairly young. Legacy protection allows you to dictate what happens to your assets; you may decide to bequeath your property to immediate family members, a loved one with special needs, a close friend, or an organization you support.
This type of planning can be particularly helpful for small business owners, such as accountants, doctors, dentists, and other professionals with healthy financial portfolios. One concern facing many retirees is expensive medical care that can quickly deplete a lifetime of savings. With careful planning, financial tools such as cash value life insurance and annuities, you can be sure your loved ones have a steady, reliable income.
Legacy protection is just one part of an overall financial management plan. We are dedicated to providing you and your loved ones with the confidence that comes from knowing your wealth and the future are secure. We use a variety of tools to reach this end:
The best legacy planning for your situation depends on your particular circumstances. I look forward to helping your plan for the future according to your goals and preferences.
What are your questions and concerns regarding legacy planning? Reach out to us at 512-413-1272 or contact us online.
Wealthcare Advisory Partners LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.