Legacy Planning for Tampa Bay

Leaving behind assets for future generations in a strategic, tax-efficient manner.

Creating an optimal strategy for your estate is more than just managing estate taxes, it's about organizing your assets so they pass to your family, loved ones or a charity in the manner you wish. It's about maximizing how much you leave behind, while still ensuring that your financial needs are taken care of for the rest of your life.

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What's the best way to pass my assets on to my children and grandchildren?

There is no "best way" for any aspect of retirement planning. However, we do know certain strategies that work better for certain situations. It is important to consider your legacy plans, or what you want to leave to the next generation early in the planning process.

How can I control my assets after I am gone from this world?

Some people want to "rule from the grave" whether it be to protect those who are incapable of making financial decisions for themselves or to direct their legacy as they desire. Legal documents are often used in this situation. Additionally, some financial instruments allow for the use of beneficiary restrictions forms to dictate how and when funds will be distributed to the beneficiaries.

Is there a way to pass assets on to future generations and avoid taxes?

This is a common question for those looking to create generational wealth. There are tools and strategies our clients use to minimize the taxation of wealth passed on to the next generation. It is important to note that to do this successfully, advanced planned is required.

Generational Vault - Critical Information Storage

One of the benefits of working with us is our "online safety deposit box." To help clients organize their personal documents and financial statements, the Generational Vault is designed to serve as an online filing cabinet. All information and documentation is securely uploaded into the client vault and is viewable 24 hours a day and seven days a week. Many clients use this to share legal and financial information with family. It is particularly useful during times of medical emergency or after a client passes away.