Legacy & Estate Planning
Legacy and estate planning is about more than passing on wealth—it’s about preserving your values and providing security for future generations. Our approach focuses on crafting personalized plans that align with your goals, whether that’s ensuring a smooth transfer of assets, minimizing estate taxes, or supporting causes that matter to you. By planning today, you can build a meaningful legacy that lasts well beyond your lifetime.
Our Legacy and Estate Offerings:
Basic Estate Plan Guidance & Document Creation
Basic Estate Plan Guidance & Document Creation:
Beneficiary Designation Management Life Insurance Planning
Our team offers guidance on beneficiary designations and life insurance policies to help align your assets with your long-term legacy plans.
Gift Planning
We help you strategically design and manage gifts that create impact, balancing generosity with long-term financial stability for your family and causes you care about.
Charitable Giving Strategies
Our tailored charitable giving strategies allow you to support meaningful causes while maximizing tax benefits and creating a lasting impact that aligns with your values.
Tax Efficiency in Estate Planning
We uncover opportunities to reduce estate taxes, ensuring more of your wealth is preserved for future generations while supporting a smooth transfer of assets.
Estate Wealth Transfer Planning
We help simplify the complexities of wealth transfer, offering strategies that reduce tax burdens, promote family harmony, and preserve your legacy.
Generation-Skipping Transfer Strategies
Insights are provided to navigate tax considerations and support the efficient transfer of wealth to future generations while addressing the preservation of family resources.
Management of Trust Assets
We offer support in overseeing trust assets to help align them with your long-term goals and address the interests of your beneficiaries.
Family Planning Management & Next Generation Education
We help your family prepare for the future by providing customized guidance and education that empowers the next generation to become responsible stewards of wealth.
Family Mission & Values Development
We collaborate with you to define a shared family mission and values, creating a clear vision that guides financial and legacy decisions across generations.
Asset Protection Strategies
We develop thoughtful asset protection approaches designed to address potential risks and support your financial stability over time.
Business Succession Planning
We help you protect your business’s legacy with seamless succession strategies, ensuring continuity and future success.
Veracity Capital is not a licensed attorney and will be giving no legal advice, creating no legal documents, and does not act in the capacity of an attorney as part of these services.
Wealth Management Tailored to Your Lifestyle & Legacy
Every client is different. We work with you to create strategies focused on retirement planning and legacy planning and help you manage risks and identify opportunities.
Let’s take this journey together.
Our goal is to help guide you toward a successful, secure, and confident financial future.