What we do / Estate & Legacy Planning
For many of our clients, planning their legacy is a way of expressing their values. Your financial plan should help you support, provide for, and build a foundation for the next generation in a way that gives them every opportunity to thrive and ensures your assets are being utilized in the most efficient manner possible.
Our team will listen to your goals when it comes to your estate and make recommendations on the best plans and strategies to achieve those goals. This may mean implementing a gifting strategy, starting a charitable trust, or diversifying your portfolio in another manner to ensure that you can provide for your family and your community in the way you’d like.
A few questions to ask yourself when it comes to your legacy:
- Who do I need to include when I think about my estate?
- What charities are important to me and my family?
- What can I do, outside of financial support, to make sure my family is cared for?
- What are the different types of trusts, and how do they benefit me?
It can be easy to focus on the here and now when it comes to financial planning. But we know that to build a successful strategy, we need to look forward — to our plans, goals, and ultimately, what we want to leave behind. That’s where estate or legacy planning comes...
Many of our financial lessons are passed down by our parents and those who came before us. Hear from Peninsula Wealth CEO Rahul Shah about the lessons he’s learned from his father.
“We make a living by what we get, but we make a life by what we give.”