The third aspect of our planning is creating your legacy. Although this type of planning is often associated with older individuals, it is readily available for anyone who has the “heart” for this type of special planning.
The first step is to identify the people and organizations that matter to you. Given your resources, the second step is to determine how you will benefit those identified. Two major areas of practice we utilize in addressing the issue of creating your legacy are Will planning and charitable estate planning.
A Will is an essential legal document in this type of planning as well as an Enduring Power of Attorney and a Personal Directive. In the context of developing an estate plan for you, we will address these legal documents and other legal strategies to assist you and your lawyer in developing an effective plan.
Charitable Estate Planning
Besides a Will, there are a number of other options available to assist you in creating an effective and enhanced legacy. We will explore the various options and help you to select the one that best suits your situation. Sharing your legacy may also mean arranging to continue your philanthropic giving after death with a donor-advised fund or a trust. There are numerous advantages associated with doing this type of planning in advance.
Experienced, Professional Advisors
Our advisors are professionally qualified with an average of over 20 years of experience in the financial services industry. We take a long-term view to financial planning and building strong client relationships.
Navigator Financial is an independent financial services firm. We are not associated with any single bank, life insurance or investment firm. Our independence allows our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best financial plan for your unique circumstances.