Legacy Planning

Plan for generations

No one likes to think about life after death—especially when the death is your own. But it's a fact—of life—that our assets survive us, and can, with careful planning, still do what we intend.

A first goal for many is to assure the financial security of loved ones, whether that's a partner or children or grandchildren. Many also have philanthropic goals, either to further work in which they've invested their time and skills or to express appreciation or support.

Assuring that your legacy is what you intend is step one. Making certain that your estate plan is clear, well-documented, and properly executed will also reduce stress for your heirs. VIA Wealth Management can collaborate with your attorney and tax advisor to be sure all steps are completed.

For more information on unique issues that may come into play:

Estate Planning: An Introduction 
What Would Happen to Your Estate? 

Do You Know Who Your Beneficiaries Are?