Legacy Planning

Shelter has always been a crucial necessity for human existence. The significance of owning a home has manifold advantages to the owner or an investor. Buying a house is not just a reflection of an economical investment but also a huge emotional and sentimental investment too. It is a Wealth-generating Asset in perpetuity to be cherished by generations. Here’s where the importance of financial legacy planning

What it includes

Documentation Coordination

Working with Lawyers

Why Choose Us?

Our comprehensive approach to Legacy Planning is aimed at making your Real Estate Wealth grow with our legacy legal planning service. 

Being mindful of the emotional value that each property carries, our team of experts strives to craft a holistic ‘will’ that is not only personally fulfilling but also legally sound.

FAQs

• What is the importance of Legacy Planning?

  Creating a legacy plan means taking control of your assets and who will inherit them after you die. Other benefits include minimizing estate taxes or court costs for your loved ones, preventing any arguments or disputes between your heirs, avoiding probate, and even expressing your wishes regarding funeral arrangements. To summarize, there is no downside to creating an estate plan and creating a will.

• What is the difference between Legacy Planning and Estate Planning?

  Both estate planning and succession planning have to do with planning your assets after death. Estate planning focuses on the tangible and monetary values ​​of assets in transition, while succession planning focuses on the intangible aspect. For example, if I die with the insurance money, I give 50% to A and 50% to B. That's estate planning. Legacy planning states why this money is for A and for B, and how it can best be used to improve their lives.

• How is a Legacy Plan created?

  In order to plan your legacy, you should first grow it to fund not only the future but also your current requirements. As the name suggests, Legacy Planning involves leaving your wealth to your successors. You will need to decide and plan who will benefit from your inheritance after you are gone.

• What will be the possible consequence if a person does not have a Legacy Plan?

  If you don't have a will or trust, and you haven't used other probate avoidance techniques, after you die, your estate will pass under state law to those with whom you may not wish to share your wealth.

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