Planning Your Legacy

Estate, Trust and Charitable Planning

Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

To plan your legacy, you’ll need long-term vision, careful planning and meticulous follow-through. And you’ll need an advisor who is sensitive to the particular concerns of your personal wishes.

In this regard, your First Capital financial advisor can be of service. Your advisor has access to an array of products and services to fit your unique situation, and the unique perspective that comes from caring deeply for you and your financial well-being.

We follow a process and use tools designed to help you evaluate what is most important to you and to consider the potential trade-offs that can arise when determining your financial legacy.

In creating and implementing your legacy plan, your advisor will help you:

  • Manage your legacy with careful estate planning
  • Make the most of charitable giving
  • Maximize potential with education funding

The Basic Elements of Estate Planning

Here is a list of things you’ll want to review with our team of professionals:

  • Wills and trusts
  • Beneficiary designations
  • Powers of attorney
  • Healthcare power of attorney
  • Account titling
  • Equalization of assets
  • Charitable intentions
  • Life insurance
  • The implications

From The Blog


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