Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.
To plan your legacy, you’ll need long-term vision, careful planning and meticulous follow-through. Stephan and Associates Wealth Management is sensitive to the particular concerns of your personal wishes and will strive to create a strategy that will allow you to maintain your lifestyle while preserving your commitment to the people and causes you cherish. We will help in planning your legacy—the values and traditions you pass along and the lasting impression you will leave with both family and the community.