Legacy Planning Services How do you want to be remembered? How will you be remembered? If there is a difference in those answers, the following services may be helpful:Discovery of values-based goals (Who do you want to benefit and how? What do you want to happen?)Net Worth StatementReview of existing estate distribution includingBeneficiary ArrangementsOwnership ArrangementsTrustsWillsEstate Flow Chart in both Assets and ValueAnalysis of current situation (What may happen - without changes?)Consideration of special needsEstate Tax EstimationRecommendations to considerCollaborative Referral to other professionals as needed resulting in:Summary of Primary Estate Distribution GoalsReviewed/Updated Will(s)Reviewed/Updated Living Will(s)Reviewed/Updated Trust AgreementsReviewed/Updated Powers of AttorneyCorrect Beneficiary Designations for Qualified Plans, IRAs, Roth IRAs, Life Insurance, Annuities, etc.Correct Ownership Arrangements on accounts, property, business, and other assetsReviewed/Updated Business Agreements for disposition of business interests in the event ofDisabilityDivorceRetirementDeathBusiness failureHostile takeoverNatural disaster or Man-made disasterEstablishment of final arrangements so survivors don't have to in their time of griefAppropriate communication with Trustees, Executors, and Guardians prior to a triggering event including:Conceptual understanding of primary goalsReview, understanding and acceptance of rolls and responsibilitiesCooperation on a plan of action to work together towards the primary family legacy objectivesTomorrow is not guaranteed. Why not take steps today to ensure your legacy is protected. To more clearly see how this major life transition will profoundly impact your retirement goals and lifestyle, complete the secure, interactive financial planning tool. Let's get started today!