Estate & Legacy Planning
Especially important for high net worth individuals, estate and legacy planning helps ensure long-term financial security and illustrates your wishes for the distribution of your assets. From establishing a will to creating a trust, effective estate and legacy planning can protect your wealth by minimizing estate taxes and providing for your family. Legacy planning can also help high net worth investors establish charitable donations and foundations dedicated to providing continued community support and creating a lasting memorial to your generosity. Additionally, effective estate and legacy planning helps minimize estate taxes and preserve wealth for those you're leaving behind.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
