Your legacy is more than just the value of your investments.

Have you considered your legacy?

Your legacy is more than just the value of your investments. Your estate plan should reflect all that you are and all the legacy you wish to leave.

Getting Organized

Your advisor will work with you to identify your legacy planning goals, consolidate your important documents, life insurance policies, retirement plans, and any other information needed to assist your heirs in fulfilling your wishes.  We'll assist in helping you understand how your assets will be distributed under your current estate plan and current tax laws; and we'll identify necessary changes that will ensure maximum value is distributed to your loved ones and cherished organizations.

Legacy Planning in a Coordinated Approach

We will work with you and your attorney to update your will and establish any needed trusts to reduce tax liability or protect your assets in accordance with the results of your financial plan. Through close coordination with your attorney, we will help to ensure that no important documents are overlooked. This framework will help establish the financial security of your heirs, protect assets from taxes, and direct donations to the causes that matter most to you.

Risk Management

Our advisors will work with you to align your estate plan with your financial and investment plans.  This includes ensuring beneficiaries align, establishing wills or trusts, and importantly - regular reviews and updates.  We'll help make sure that items that get frequently overlooked don't result in significant risks for you or your loved ones.

Trust Advisory Services

One of the most important decisions in your estate planning process is the naming of a trustee to carry out the important role of delivering on your plans once you are gone.  Your efforts to succeed at your goals and prepare your legacy deserve the efforts of an objective, competent professional.

Philanthropy & Giving

There are many ways to give to charities and causes that are important to you. Basepoint Wealth advisors can explain and evaluate a wide array of charitable giving strategies to help determine which might be best for you and your goals.  Learn More