Legacy Planning

Your legacy is meant to extend well beyond your lifetime. The money you leave to your family members or to your favorite charities is a meaningful expression and a powerful gift. While creating an estate plan may seem overwhelming, being proactive guarantees your wealth will be transferred to those you hold dear rather than given to the government.

Leap Wealth Management offers a two-fold approach to legacy planning. First, we organize your assets and position them for orderly distribution to the people you care about and the causes you champion. Second, we maximize the financial benefits to your heirs by explaining to you the intricacies of current tax law and proposing solutions to minimize your consequences. Throughout this process, our skilled advisors collaborate with your existing legal and financial professionals to formalize your estate plan and update it over time. Your ongoing reviews will instill confidence that your legacy lasts long after you’re gone.

Learn more about retirement plan design. -> Retirement Plan Design page