“Wealth Transfer”

“Leaving Your Legacy™” is the last of the four courses.  It ensures that affairs are in order with best practices to leave a legacy for future generations.  This set of workshops cover wealth transfer, estate planning (wills & trusts), asset protection (mitigating inheritance tax), legal arrangements (power of attorney, medical power of attorney, funeral arrangements, etc); leaving your valuables for your loved ones; message to leave behind (write your memoirs).

• Leaving Your Legacy demands leaving a sustainable legacy. Clarifying what’s needed to empower versus entitle future generations legally, morally and financially.

• Will or trust – what’s right for you?
• Understanding taxes and how it affects you and your heirs
• Understanding how insurance supports estate planning strategies
• Defining your exit strategy
  • Transfer of Assets
  • Medical Power of Attorney
  • Living Trust
  • Funeral Planning
• Funding donations / endowments