Legacy Planning Services

Your Enduring Impact with Signature Advisors

What do you want to be remembered for? At Signature Advisors, we help you articulate your values, protect your wealth, and ensure your influence extends far beyond your lifetime, creating a meaningful and lasting legacy.

Our Comprehensive Legacy Planning Process

Signature Advisors offers a deeply personalized approach to help you define, develop, and implement your unique legacy plan. We work collaboratively with you, your family, and other professional advisors (like attorneys and tax specialists) to create a cohesive strategy.

Vision & Values Discovery: We begin by listening. What are your core values? What kind of impact do you envision? Who and what do you want to support? This crucial step helps us understand the “why” behind your financial decisions.
Current Situation Analysis: We meticulously review your current financial holdings, existing estate documents (wills, trusts), beneficiary designations, and overall financial health to identify strengths and areas for optimization.
Strategic Blueprint Development: Based on your vision and our analysis, we craft a detailed legacy plan.
Implementation & Coordination: We help facilitate the execution of your plan, coordinating with your legal and tax professionals to ensure all documents are properly drafted and executed, and assets are titled correctly.
Ongoing Review & Adaptation: Your life is dynamic, and so are laws and economic conditions. We provide regular reviews and adjustments to your legacy plan to ensure it remains aligned with your evolving goals and circumstances.

Components of Your Legacy Plan May Include:

Wills & Trusts: The foundational legal documents for asset distribution and control.
Advanced Directives: Healthcare proxies, living wills, and powers of attorney for financial and medical decisions.
Beneficiary Designations: Ensuring your retirement accounts, life insurance, and other assets are directed as intended.
Gifting Strategies: Utilizing annual exclusions and lifetime exemptions to transfer wealth tax-efficiently.
Charitable Foundations & Funds: Creating enduring vehicles for your philanthropic endeavors.

Family Meetings & Education: Facilitating discussions to impart values and prepare future generations.

Let’s Achieve Financial Goals Together

We are fiduciary and holistic wealth advisors. First this means that everything we do must bein the best interest of the unique individual. I look at all parts of the financial picture, from financial planning to investment management, to tax efficiency, to legacy planning. Let’s work together to build an all-encompassing plan to help achieve your financial goals.