Estate/Legacy Planning

Planning for the future of your family, not just the future of your money.

What is Legacy Planning?

Legacy Planning is a process which fosters family/beneficiary communication, a shared vision, trust, and mentoring which can foster all six types of legacy: financial, relational, spiritual, community, heritage, and intellectual.  It's important to understand that even if you do not have an "Estate Tax" liability, you may still wish to ensure a legacy for your children.

At the Russ Financial Group, we design financial strategies that allow you to spend more of your own money in your lifetime, with your children and grandchildren, and still ensure a safe financial legacy for all members of  your family and important charitable causes.

Ask yourself, what is the value to you of keeping your money in the family? What is the value of you keeping your family together? When is that last time your kids successfully worked together? Are they prepared for the financial and emotional responsibility of their inheritance? Unfortunately, many people do not ask themselves these questions, which is why 90% of all traditional estate and inheritance planning fails.

Legacy Planning creates real meaning. It allows you to equip your family and beneficiaries with the tools they will need to honor your wishes and your vision for your legacy. It may be designed to continue through multiple generations as well.

The values in which you live by are the most important asset, and the greatest inheritance you will leave your children.