Have You Considered Your Legacy?
You worked hard to build your legacy – now preserve it! Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.
Legacy Planning will help you build your legacy and ensure that your wishes are carried out both during your lifetime and after your death. Our services focus on comprehensive estate planning and trust and estate management.
Your Purpose Doesn’t Have to End When You Pass Away
“What’s going to happen to my wealth after I’m no longer here?”
Talking about estate planning isn’t a comfortable conversation, but the intentionality behind estate planning is one of the best ways to take care of your family.
Do you know where your wealth will end up and how it will be used after your death? Will your values be passed down along with your wealth? That’s the greater question beyond a dollars-and-cents conversation. You want to know that your loved ones will get to enjoy the life you dreamed for them years ago, while also carrying forward the values around money that you set out to establish. When we handle estate planning with your family’s best interest in mind, the uncomfortable details can quickly transition into a fresh, exciting dream for their future.
Estate planning deserves to be carefully built with the right people discussing the right details so your wishes and values remain intact.
- What matters the most to you?
- How do you want to be remembered?
- What causes and initiatives would you love to support beyond your life?
We step into these conversations with grace and tact. We cover the essential details to pair your values – what you want to be remembered for – with the bigger picture of your estate and legacy. Your purpose doesn’t have to end when you pass away. It can continue on with a brighter future for your family.
Setting Your Family Up for Success
Estate Planning is an essential conversation for investors of any age. Sadly, many investors are unaware how important estate planning is for their family’s future. Having a conversation with us will allow you to set up your family for success.
What We Work on Together
- We will collaborate with outside attorneys on your estate plan
- Ensure estate planning documents match for absolute clarity
- Coordinate account beneficiaries with your estate plan
- Gifting strategies while alive and legacy planning at death
- Facilitate family meetings, when needed, to help your family understand how to best carry your plan into the future.
One of the Best Ways to Tell Your Family You Love Them Is Through Careful Estate Planning
Your greatest lasting gift you can leave your family are the values embodied throughout your life. With estate planning, those values and your wealth can carry well into the future. The first step is making the time to talk with us about your estate plan.
Want to Learn More?
The best way to begin investing in your life’s future is by starting a conversation with us. Our advisors are here to help and guide you through your financial goals without the use of high-pressure sales tactics. At Alderfer Bergen & Co. there are no initial consultations fees, no obligations and therefore, no stress.