Legacy Planning to Preserve Your Wealth and Values
Our legacy planning services help you preserve more than your wealth; they help secure your purpose, too. Creative Planning builds your legacy plan around your values to integrate tax efficiency, family governance and philanthropy. Our legacy planning advisors deliver tailored solutions for ultra-high-net-worth and high-net-worth families who want to make an enduring impact.
What Is Legacy Planning?
Legacy planning is the process of preparing your wealth and your values for the next generation. A thoughtful legacy plan goes beyond traditional estate documents to include strategies for instilling your beliefs, charitable priorities and guiding principles in future generations. A thoughtful legacy plan shares more than assets; it preserves what matters most to your family.
Creative Planning’s legacy planning services are designed to reflect your unique financial and personal priorities. Whether you want to inspire future generations of philanthropists, preserve your family’s business, or create long-term financial security for heirs, our customized legacy planning solutions align with your vision for the future.
Reasons to Consider a Legacy Plan
Help protect your values
Encourage a spirit of giving in future generations
Help protect your interests if you become incapacitated
Protect your family's privacy
It's More Than Just Finances
Leaving a legacy is about so much more than the share of wealth you leave for loved ones when you pass. A legacy ties a memory to a smell, taste or sound. You might consider your charitable giving strategy and what causes you'd like your children and heirs to continue supporting, or perhaps you'll start a family tradition that will continue to delight the next generation after you're gone. Many choose to record an audio or video message to be able to document and share family stories, loving sentiments, what you want your loved ones to remember about you and the lessons you want to leave behind — all in your own words.
Key Components of a Comprehensive Legacy Plan
Building a strong legacy plan means integrating financial expertise with personal intent. Creative Planning’s legacy planning services bring together a team of advisors who can design custom strategies across all areas of your wealth. From estate structures to multigenerational living, we help your legacy remain protected and purposeful.
Estate Planning and Trusts
Establish the legal foundation for your legacy with comprehensive estate planning and trust solutions tailored to your family’s needs, values and long-term vision.
Tax-Efficient Generational Wealth Transfer
Preserve more of your wealth for future generations through strategic tax planning and generational wealth transfer planning, all designed to align with your legacy goals.
Charitable Giving Strategies
Support the causes you care about most with philanthropic legacy strategies to create a meaningful impact that lasts generations.
Business Succession Planning
Secure your life’s work with thoughtful business transition and exit planning strategies to help protect and pass on your company with confidence.
Multigenerational Wealth Management
Coordinate your legacy across generations with family office wealth management services supporting family cohesion and long-term financial stability.
Our Approach to Legacy Planning
Legacy planning is deeply personal. It’s the process of aligning your wealth with the values, stories and intentions that define you. Creative Planning goes beyond numbers to design a legacy plan that captures your life’s meaning and supports the causes you care about.
Talk to a Legacy Planning Advisor Today
Your legacy is too important to leave to chance. A clear legacy plan makes it easier to navigate a complex estate, plan for generational wealth transfers, or clarify your philanthropic vision. Our advisors can help tailor your plan to your unique values and goals, paying careful attention to family dynamics and any other factors. Let us help create legacy planning solutions that endure for generations.
Schedule a private consultation and speak to a legacy planner today.
Legacy Planning FAQs
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