Leaving A Legacy — Ensuring Your Interests Are Articulated

A COMPLETE PLAN

Estate planning is often overlooked as something that can always be pursued later — until it’s too late. But estate planning should be looked at as a critical part of life planning.

Together with you and your legal and accounting advisors we will try to ensure that:

• Your affairs are settled according to your desires



• Your dependents have the security they require



• Your wealth goes to heirs and charities, not taxes

Leipert Financial Group representatives work closely with you to move through a process of discovery Above the Line on your planning horizon — reviewing what’s important to you and your family by looking at your mission, vision, values and goals.

Next, we’ll move below the planning horizon. We’ll guide you in developing a plan that meets your obligations, responsibilities and expectations, while taking into consideration legal and tax implications.

We’ll help define specific goals by studying:

• Financial independence: the amount of assets required for you to fund your lifestyle



• Family financial legacy: the amount of assets you would like to transfer to heirs



• Social capital legacy: the amount of assets you would like to provide to charities

You’ll be left with a plan that formalizes your desires and creates a lasting legacy — one that will be reviewed regularly and that will adapt along with you and your changes in life.