Estate Planning

Legacy Planning – Giving Meaning and Purpose to Your Wealth

Pinnacle Family Advisors understands the importance of not just leaving behind wealth, but in leaving a legacy that gives meaning and purpose to the wealth. Most people want to pass on more than money; they wish to pass on their values, beliefs, and life lessons. That’s why we feel that Legacy and Estate Planning go hand in hand and why we strive to assist clients with putting in place a plan that addresses the full range of their concerns, wishes, and goals.

Here are some of the services that can help put in place a true legacy—not just a transition of wealth:

Family Meetings

Family Mission Statement

Family Video

Family Foundation Management

Philanthropy Support

Financial Education for Children

Estate Planning | Maximizing the Transfer of Wealth

One of the fundamental goals most individuals have is the desire to make certain the greatest amount of the estate passes to the intended beneficiaries, in the manner desired, while paying the least amount of taxes possible.

We work closely with our clients and their estate planning attorney to ensure the goal of maximizing wealth transfer, and minimizing taxes, is in place. Because of our independent Registered Independent Advisor structure, we’re able to accommodate many different plans and processes to achieve this goal.

Schedule an Appointment

Have specific questions that need detailed answers? Schedule an appointment with us to discuss!





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