Transitioning Your Estate
Leaving a portion of your wealth to your loved ones can make a tremendous impact on their lives. We can help with estate planning so that your loved ones can enjoy their inheritance.
When the topic of estate planning comes up, many people think of documents such as wills and powers of attorney or financial issues relating to estate taxes or inheritances. While these are all important aspects of estate planning, the personal side of planning is just as vital to consider.
In fact, not addressing personal and relationship issues often leads to emotional stress, misunderstandings, and ongoing family conflict. The good news is that with a little planning and open communication there is the opportunity to leave behind peace, clarity and order for your families.
- Consider the legacy you want to leave and how you want your estate to benefit the next generation.
- Make sure your estate planning documents reflect your legacy goals.
- Have open conversations with family members and loved ones about your wishes.
Following this three step process can ensure your legacy is consistent with your intentions, providing you and your family with clarity and peace of mind.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.
Start a Conversation
Let's talk about your financial goals.
4900 North Scottsdale Road, Suite 2600
Scottsdale, AZ 85251-7658
Salt Lake City Office
170 South Main Street, #825
Salt Lake City, UT 84101-1647