Leave a Legacy of Wisdom
Legacy and Estate Planning
What Legacy Will You Leave Behind?
Over two-thirds of Americans don’t have a will. That’s two-thirds of families left to not only grieve but pick up the pieces that were left behind. Two-thirds of savings accounts are tied up in probate court. Two-thirds of hard-earned funds are over-taxed and unprotected, leaving families with less.
If you don’t have an estate plan, you need one. But not all plans are built the same. You want one that protects your family from unnecessary taxes, explains where you want your assets to go, and encourages your family to steward your money and your legacy. On top of all of that, you also want a legacy that reflects your biblical values—which means passing along your wisdom and your wealth.
Download Our Free Guide to Leaving a Lasting Legacy
Finish Well - 5 Laws of Lasting Legacy
Some people opt to complete a cookie-cutter will using an online template. At Clear Money Path, we’re not lawyers, so we don’t draft your legal documents. Our role is to create a plan that benefits your family and leaves a lasting legacy. And if you ever have questions, we’re just a phone call or office visit away.
When you work with us, we can draft an estate plan that aligns with your goals and is suitable for review by your lawyer—saving you on additional fees. Then, the attorney will put together all the documents you need to complete the plan for you and your family after you’re gone.
Your Legacy in Mind
One of the most joyful aspects of legacy planning is the opportunity for charitable giving. We’ll listen to your desires and design your strategic gifting plan for your favorite charities, ministries, and non-profit organizations. We want your legacy to continue long after you’re gone, and we do our utmost to protect your charitable gifts from taxation or being tied up in court.
We’ll Put the Right People and Processes in Place
Leaving a legacy is not an easy topic to talk about. Many families choose to ignore it altogether. But the last thing you want is to add stress to your family’s grief after you’re gone.
At Clear Money Path, we believe that being prepared is the best thing you can do to bring peace of mind to yourself and your family. Being prepared is more than just knowing where the money goes after you’re gone. We work with you to create a plan that protects your family from unnecessary taxes and administrative headaches so they can steward your legacy to the fullest. But we also care about the legacy of wisdom you will leave behind and the biblical values that will live on through your family. That’s what the PATH is all about:
- Pass along wisdom before you pass along wealth.
- Avoid unnecessary estate taxes.
- Treat your heirs uniquely, but love them equally.
- Hand the baton early, and mentor their success.
At every step of the journey, we’ll have a plan that prepares you to leave your legacy and prepares your family to execute it. For us, it’s all about the people who walk alongside you and the processes to protect your legacy.