Leaving a Legacy
Throughout your life, you’ve worked hard to build and protect your family’s wealth. Now you want to know that those efforts will extend beyond your lifetime and continue to make a positive impact on the people and purposes you care about most. Your wealth management team has a thorough, thoughtful method for helping you design a plan to share your legacy with family, friends, charities and causes.
What You May Be Thinking
- Will my family’s wealth be safeguarded for generations to come?
- How can I ensure that the legacy I leave is significant and lasting?
- Have all my essential documents been created or recently updated?
- How can I help family and charitable causes now and in the future?
- Who will be responsible for carrying out my wishes?
Leaving a Legacy through wealth transfer is related to these other planning strategies used by Copper Leaf:
How We Help
Our wealth transfer planning can help you answer these questions. Each phase of our detailed, step-by-step approach is intended to help you clarify your priorities and define your goals. We have meaningful conversations, discuss opportunities for you and your family, and ask introspective questions, all with the aim to:
- Define your wishes during your lifetime and beyond.
- Identify and implement tax strategies designed to make the most of what you’ve saved.
- Determine strategies to maximize the transfer of your wealth.
- Maximize your tax benefits while supporting the causes most precious to you.
- Uncover circumstances that deserve particular consideration, wither in your wealth transfer plan or estate documents.
- Help you communicate plans to your family and charitable organizations.
Please note that the information presented in this material is for general purposes only and should not be acted upon without first seeking professional advice. This material has been authorized by Focus Partners Advisor Solutions (FPAS), and CLF makes no representation or warranty regarding the accuracy of the information provided. It is being used with permission and was originally published by FPAS.
Copper Leaf Financial has established key strategic partnerships with elite financial industry leaders including FPAS. These alliances put us in the optimum position to help clients reach their personal and financial goals while retaining our independence. We are truly independent fiduciaries offering high-level services without being accountable to a large parent corporation unlike many of our competitors who attempt to pick stocks and outsmart the market. As a member of FPAS network of more than 140 independent wealth management firms we have strengthened our ability to help clients make the best decisions by providing them with ideas, insights, and intelligence from industry thought leaders. Through our strategic partnerships we are in a unique position to deliver comprehensive solutions to our clients. This is true wealth management.
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