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 Organizer^TM 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.