Building Your Legacy

Make Your Legacy Count

Content type: Article

This article is rated five-star out of 5 stars

When you think of your legacy, what comes to mind? Whatever you envision, having an estate plan will make a significant difference in ensuring that the assets you worked so hard to build over your lifetime have your desired impact. Read More about Make Your Legacy Count

Previous Previous Item

A 3-D View of Risk

Your wealth should be cultivated to protect, preserve and enhance your lifestyle — and to give you the confidence that your legacy will be in good hands. Your wealth management plan should be tailored specifically to you, with the right allocation of risk and careful consideration of your personal goals.

Have a Plan

Work with a Wealth Advisor to develop a holistic financial and estate plan. Your financial life has grown increasingly complex, and you deserve help developing a plan that accounts for all your goals.

Get More with Wealth Banking Solutions

Grow, Protect and Transfer Your Legacy

Assess wealth transfer tools before determining the right approach for your estate goals. Your legacy depends on strategies that transfer wealth to the next generation and to your charitable causes. You're also aligning your family around a common vision and values.

Explore Estate Planning and Charitable Giving

Protect What You Value

Maintain coverage for each major risk your family faces such as property loss, death, disability or business/professional liability. You may need up to 10 times your income in life insurance depending on your situation and advice from your Wealth Advisor.