Are your heirs ready? How to create a legacy that lasts!

May 04, 2020

You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an important consideration of your financial future. Estate planning can sometimes seem overwhelming however, with attorneys, wills, trusts, and other complicated legal hurdles, but it doesn’t necessarily have to be.

Typically, those leaving an inheritance want to make sure their heirs use the funds responsibly and that takes some advanced planning. But it’s possible to manage leaving money to your loved ones without a bunch of fuss. Now, it’s important to remember: some estates have specific situations that are simply best handled by an attorney. But some companies offer financial products that come with a built-in mechanism to manage specific conditions or restrictions for inherited funds. The attached guide, Controlling a Legacy from Transamerica, offers specific information about how this works and how it might be most useful. If it makes sense for you and your family, it could help save you time and money on creating formal estate documents with an attorney.

If you have estate planning questions, let’s connect soon.