Wealth Planning
In matters of wealth, details matter. Our approach is consistent and proven; and our firm is steadfastly independent, ensuring you never get offered a product or service that’s not in your best interest.
Cash Flow
- Capital needs analysis
- Liquidity (emergency fund)
- Large lump sum strategies
- Debt management
Charitable Giving
- Donor advised fund
- Private foundation
- Charitable remainder trust & charitable lead trust
- Matching gifts, charitable gift annuity & qualified charitable distributions
Education
- Needs analysis & savings vehicles
- Gift & income tax strategies
- Financial aid
- Sources of financing (loans)
Investment
- Executive compensation
- Portfolio development & analysis
- Asset allocation & diversification
- Risk management & return management
Risk Management & Insurance
- Life insurance needs
- Liability coverage
- Disability income
- Long-term care policy types
Retirement Accumulation & Distribution
- Social Security & Medicare
- Retirement types & needs analysis
- Qualified plan rules & options
- Plan selection for businesses
Tax Management
- Passive activity & at-risk rules
- Reduction & management techniques
- Document types
- Current, deferred & future liabilities
Estate Management
- Gifting strategies & beneficiary designations
- Estate tax liability
- Asset protection
- Aging, eldercare & special needs
- Business succession
To learn more about Legacy Trust’s Wealth Planning services, please contact a member of our experienced Wealth Planning team.
