Ensure your legacy lives on and serves a purpose.

What will happen when you’re no longer here?

Begin with the end in mind. As part of our holistic financial planning process, we ensure that our clients have the peace of mind knowing that their final wishes will be respected and acted upon and their legacy will live on. To that end, we have developed a relationship of trust with local estate planning attorneys that can help deliver on the important promises an estate plan holds. 

Proper legacy planning is a key element of any successful retirement plan and through our strategic partnerships, we will help to make sure that your loved ones are cared for.

We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use or transfer your wealth to beneficiaries.

It is important to carefully plan for the transfer of your assets to allow the wealth you’ve worked hard for to serve a meaningful purpose. From starting the conversation with you, to guiding you through the actual transfer of assets, we at Paladin Financial are here to educate you on the process and guide you through every step.

Creating a strategy for your legacy is more than simply managing estate taxes.  There are a number of methods and tools that may be put to use to protect your wealth and ensure it is transferred according to your wishes. It’s important to understand helpful instruments to use during the legacy planning process, including:

  • Wills
  • Revocable living trusts
  • Powers of attorney
  • Advanced medical documents
  • Proper beneficiary designations

Overall, legacy planning and preservation of your wealth and assets require a coordinated effort. Our firm is uniquely positioned to provide protection and peace of mind to yourself, your loved ones and any of the channels in which you wish to eventually distribute your wealth and assets you’ve worked hard over time to accumulate.