Legacy & Inheritance Planning
Retirement isn’t just about living well today — it’s about shaping what you leave behind. Your legacy is more than assets. It’s values, intentions, and the way your wealth supports the people and causes you care about.
We design legacy strategies that are:
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Intentional – structured around your wishes, not just default rules.
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Efficient – built to minimize taxes, delays, and confusion for your heirs.
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Coordinated – aligned with your income, healthcare, and protection plans.
It starts with your Situation Report (SitRep) — a comprehensive snapshot of your current financial scenario. It shows where you stand today, highlights the gaps across income, portfolio, taxes, healthcare, and legacy, and gives us a clear foundation to build from.
From there, we build your Retirement Lifestyle Plan (RLP) — weaving in inheritance structures, beneficiary planning, and charitable giving so your wealth passes with clarity and intention.
The result? A clear path to protect loved ones and reflect the legacy you intend.
Legacy planning isn’t separate—it’s woven into the structure of your retirement. A thoughtful legacy strategy strengthens:
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Your income plan, so loved ones inherit stability instead of stress.
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Your healthcare and LTC planning, so end-of-life wishes match financial realities.
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Your tax strategy, to reduce preventable losses when wealth transfers.
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Your portfolio protection plan, so assets pass intact and intentional.
Your legacy isn’t paperwork—it’s a living part of your plan that touches every decision you make today.
Is your legacy intentional—or just what's left over?
Ready to Get Started?
No pressure. Just clarity.
Learn More About Us:
→ Retirement Lifestyle Planning
→ Our Process
→ Why Leverage Planners?
Ready to simplify your legacy—and make sure everything’s truly in place?
We’ll help you organize what matters, align it with your bigger plan, and give your family the clarity they’ll need—without the overwhelm.
Book a Free Intro Meeting Learn More About Our Planning Process