Legacy Planning
Planning Ahead for a Lasting Legacy
Legacy planning goes beyond traditional estate planning by focusing not only on the transfer of wealth but also on preserving and sharing your values, wisdom, and life experiences with future generations.
At Timberchase Financial, our approach to legacy planning is aimed to harness your wealth to accomplish your life purpose and leave the legacy and impact you desire on your family and community.
Our advisors collaborate with you to develop a personalized legacy plan that captures your vision and aspirations.
Legacy Planning Strategies
We provide guidance on a variety of legacy planning components, including:
Philanthropy: Our team helps you identify meaningful causes you are passionate about and support those causes through strategic charitable giving, creating a positive impact in your community and the world.
Wealth Education: We provide guidance on educating your heirs about responsible wealth management and stewardship, empowering them to preserve and grow your financial legacy.
Trust and Estate Planning: In collaboration with your attorney, we provide comprehensive trust and estate planning services to foster the efficient transfer of assets to your heirs while minimizing taxes and protecting your wealth.
Education Planning: Many of our clients view providing educational opportunities for their grandchildren as a key component of their legacy. Our team works with you to determine your education goals and create the best plan for your family.
At Timberchase Financial, we recognize that legacy planning is an ongoing journey that evolves with your family's needs and circumstances. Our team is committed to providing you with the support and expertise necessary to build a lasting and meaningful legacy.
What do you want your legacy to be?
How Timberchase Financial Can Help You Plan Your Legacy
We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. If you would like to start a conversation about how our CERTIFIED FINANCIAL PLANNER™ professionals can help guide you through the process of legacy planning so that what you care about most is at the forefront of your financial plan, please contact us.