Family Legacy

For so many of our families, ensuring the values and wealth created over a lifetime pass on, carefully and effectively, to the next generation and those to come, is of utmost importance. Our team also believes a critical component to successful legacy planning is involving the next generation in this process. The multigenerational planning process brings together the members of your family you wish to be involved and then we craft a conversation around your needs, both current and future. Our experience allows us to help guide, sometimes sensitive, conversations between parents and children, very effectively by creating a comfortable and open environment.

Examples of topics we most often cover include:

  • The role and responsibilities of an executor
  • Desire of how assets transfer to the next generation(s)
  • The intricacies of trusts and how they are implemented
  • The benefits of durable power of attorney
  • The importance of a medical directive or living will
  • Tax management strategies 

Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.