Build a Lasting Legacy

Minimise taxes and pass assets smoothly to the people—and causes—you care about.

Estate & Legacy

The idea of a “legacy” often brings to mind legal documents, but at its heart, it’s about much more: it’s about defining your values, ensuring your loved ones are cared for, and confidently shaping the future you envision for your family and causes you care about. We understand that this process can feel complex, perhaps even daunting, as you consider what you’ll leave behind.

We believe building a lasting legacy extends beyond just asset distribution. It’s about empowering you to express your wishes, protect your family, and pass on your values in the most effective and tax-efficient way possible. We know you want to ensure your intentions are clear and that your loved ones are spared unnecessary burdens.

We’ll work collaboratively with you to navigate the essential elements of legacy planning. From preparing how your assets are distributed and considering the vital aspects of business succession, to discussing the values you wish to impart to future generations, we are here to provide guidance. You’ll gain peace of mind knowing that your carefully prepared plan reflects your true wishes and will protect your family, a profound gift for those you cherish most.

Let Barnum Financial Group help you design a legacy plan that ensures your impact endures.

Frequently asked questions

What exactly is "legacy planning," and is it more than just a will?

Legacy planning goes far beyond a simple will. It’s about defining your values, ensuring your loved ones are cared for, and confidently shaping the future you envision. It includes asset distribution, tax efficiency, charitable giving, and even passing on family narratives or business succession plans.

Is legacy planning only for the wealthy?

Absolutely not. Everyone, regardless of their net worth, can benefit from legacy planning. It’s about ensuring your wishes are met, your family is protected, and your assets are transferred efficiently, whether your estate is large or modest.

How can I ensure my assets are passed on efficiently and according to my wishes?

Through careful planning that includes wills, trusts, beneficiary designations, and strategic tax considerations. We work with you and your attorney to create a comprehensive plan that minimizes complications and maximizes the impact of your legacy.

Why is it so important to have a clear and updated estate plan?

A clear estate plan ensures your assets are distributed exactly as you intend, avoids potential family disputes, and can minimize taxes and legal fees. Without one, state laws could dictate how your assets are divided, which may not align with your true wishes.

Ready to build a lasting legacy?

Let’s get started