Legacy Planning

Legacy Planning

As a planning-first organization, our advisors are dedicated to driving important conversations for the protection of your overall financial well-being. An important piece of this puzzle is coordinating with legal professionals as needed to help ensure you have all current and appropriate legal documents in a single protected place through our Family Estate OrganizerTM binder, which may include:

  • Living wills
  • Powers of attorney
  • Trusts
  • Tax returns
  • Designated beneficiary forms
  • Usernames and passwords


Proper insurance planning is another key consideration for protecting yourself or loved ones from catastrophic events and may also be a tool to potentially enhance tax efficiencies in your plan. Your PCA advisor will review for over- or under-coverage or strategies to help optimize your comprehensive plan, which may include:

  • Life insurance
  • Medicare and health insurance
  • Disability and long-term care

From evolving legislation to new developments in your personal life, your advisor will guide you through a series of vital questions to help clarify your goals, determine any gaps in your planning, and provide regular accountability to keep your plans up to date as your life evolves.