Legacy Planning

A traditional estate plan primarily focuses on who gets what when you die. Although it undoubtedly serves an important purpose, an estate plan is limited to mechanically distributing your assets. It falls short of sharing what matters most: your personal wisdom. This is where a legacy plan steps in.

A legacy plan builds off of your estate plan and adds invaluable information about practical, legal, financial, and personal matters. The introduction of this wisdom makes the difference between a mechanical estate plan and a meaningful legacy plan.

Although the impact of a legacy plan is tremendous, the time and effort it takes to complete one is not. In addition to our professional guidance, clients of Montage Wealth Management have exclusive access to innovative legacy planning tools such as www.mywisdomwill.com

Show your loved ones how much you care by letting us help you create your legacy plan.