Legacy Planning

Legacy Planning is crucial to help you craft a lasting impact on your family, community, and the causes close to your heart.

We understand that your legacy is more than financial assets—it’s about the values, memories, and life lessons you want to share with future generations.

Beyond the fundamental step of creating a will, legacy planning can involve a number of key aspects, ranging from establishing trusts and creating a power of attorney, to planning to reduce your taxable estate, including through charitable gifting.

The Creative Financial Services team will work closely with you to create a tailored plan that resonates with the people and organizations you cherish most.

We can ease the process of integrating your legacy plan with your overall financial goals and coordinate the preparation of legal documents by your estate attorney.

Simply schedule an introductory meeting to get started.