Legacy Planning

Make Sure Your Assets Go Where You Want Them To

Legacy planning, or estate planning, is the process of designating who will receive your financial assets and investments in the event you die or are incapacitated. A common goal for our clients is to ensure beneficiaries receive assets in a way that minimizes taxes, but the legacy planning process can include much more than that as well.

At Genesis Financial Group we work with clients to craft a plan that ensures the client is fully satisfied with the legacy they will leave behind. Crafting a lasting legacy plan often includes elements like drafting a will and testament, tax minimization, charitable giving, beneficiary review, creating a trust, or even founding a foundation. Our diverse team can help with these matters and more as you begin the process of ensuring the people you love are supported after you have died.

The legacy planning process incorporates many steps, but you have worked hard to build your wealth, so it is only natural that you would want to establish and nurture a legacy that will last for years or even decades after you have gone.


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