Palm Springs Office
500 South Palm Canyon Drive
It’s never too soon to start planning for the legacy you leave behind. With legacy planning, you control what happens with your assets after you pass, instead of leaving it to chance. Without a plan and legal documents in place, your wealth may not be distributed according to your wishes.
While similar to estate planning, legacy planning considers the end goals you have for your estate to determine how you manage your estate. When you know what purpose your assets serve, not just for you but also for your heirs and the charitable organizations you care about, you can develop a strategy that aligns with your values and goals. The team at Hancock Partners offers their expertise in life planning to help you create the legacy you want to leave behind.
Everyone has their own vision for how they want to live their lives and what they want to leave behind. Your strategy and plan should reflect your goals and desires. Your Hancock Partners team works with you to ensure you have a plan that fits your vision. Legacy planning often includes the following components:
A solid legacy plan creates a foundation for financial independence now and into the future.
Hancock Partners provides financial services with personalized attention. Get in touch today to schedule an appointment and let us help you build your legacy.
Hancock Partners and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.