Larry is an expert in Legacy Planning and he can assist you in setting up a Legacy Plan for your family, whereby your assets are bequeathed to your loved ones, following your death.
Clow Wealth Management Services provides Legacy Planning
which is intended to prepare you for your own passing. Our Wealth Management Philosophy is to integrate all aspects of your financial portfolio.
Included in this strategy is the Legacy Planning directives that are intended to
pass your wealth on to the next generation.
A comprehensive legacy plan includes:
Legacy Planning gives the assurance that the financial security of your loved ones
is secured and, at the same time, offers the flexibility in managing liquidity needs
without compromising the overall legacy plan.
The Framework of a Legacy Plan
Topics covered include:
* Insurance Coverage
* Asset distribution
* Last wishes
* Estate plans
* Last will and testament
* Power of attorney
* Health care directives
* Beneficiary designations
* Document locator
While some cases are due to deliberate wishes and acts of the deceased, it is good to understand that insurance policies also create liquidity to support an equitable wealth distribution through legacy planning.
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