Financial Legacy Planning Services in Costa Mesa, CA
A well-planned financial future is an important part of financial planning. It not only gives you guidance on pursuing your financial goals, but creates a legacy for your loved ones.
The professionals at Sterling Wealth Partners are not attorneys. For specific estate planning advice, please consult a qualified estate planning attorney.
Why Financial Legacy Planning Is Crucial
Legacy planning is when you create a plan for your assets to be passed on to your loved ones. This not only aligns with the goals you have for your family, but also makes sure they align with your values. Creating a legacy plan is important because it helps protect your loved ones financially after your death. You can also support charitable organizations that match your values.
Our Approach to Financial Legacy Planning
While your financial legacy is centered around money, we believe it’s more than that. You’re leaving a lasting impact on your loved ones, one that will support them after you’re gone. Our IN*SIGHT FORMULA offers a personalized approach to legacy planning. We’ll work closely with you, and your qualified estate planning attorney, to understand your goals and your financial situation, including assets, income, and expenses. We can also help guide you on where to distribute your assets so they end up where you want them to.
Our financial legacy planning strategy includes:
- Personal Legacy Plan
- Financial Legacy Roadmap
Our experience and personalization offers immense value for your legacy planning needs. We’re dedicated to making sure your financial goals are reflected in your legacy plan.
Schedule a consultation with us today to discuss your financial legacy planning goals.
Financial Legacy Planning FAQs
Legacy planning is when you create a financial plan for where you want assets to go based on your values.
This process involves a complete assessment of your financial situation, future goals, and your values. These help dictate the direction of your legacy plan. We work with you, and your qualified estate planning attorney, to develop this plan, including things like estate planning documents, tax-efficient strategies, and more.
Building this legacy involves planning and well-thought out financial decisions. In addition to a qualified estate planning attorney, a financial advisor is a great resource to help guide you as you build and maintain your financial legacy plan.
Legacy planning is when you plan out your financial legacy based on your values and how they align with your goals, like charitable giving and family values. Estate planning focuses more on the legal and financial aspects of distributing your assets after you’re gone.