Legacy Planning



Proper legacy planning is one key element of any retirement plan, potentially helping your legacy carry on to assist your loved ones and that your final wishes are respected. 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 connecting you with attorneys who walk you through the actual transfer of assets, we at BluePrintFinancial Strategies, LLC are here to help you through every step of the process.

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

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.

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Schedule Your Financial Toolkit Strategy Session