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Family legacy planning
Build a Legacy That Lasts
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What Is Family Legacy Planning?
Pass On Wealth, Values, and Purpose
True legacy planning is about more than transferring wealth. It’s about ensuring your values, traditions, and vision live on through your family. At Gibson Capital, we help you design a plan that preserves both your financial assets and the principles that define your legacy.
Your Vision, Your Legacy
Our Process
Our Family Legacy Planning process ensures your life’s work is passed on in a meaningful and impactful way:
01
Legacy Discovery
We start by understanding your family dynamics, goals, and the values you wish to preserve. This foundation allows us to craft a legacy plan tailored to your unique vision.
02
Wealth Transfer Strategy
Our team creates tax-efficient strategies for transferring assets to your heirs, minimizing burdens while maximizing the impact of your wealth.
03
Ongoing Stewardship
Legacy planning is not a one-time event. We provide ongoing support to ensure your plan remains effective and aligned with your evolving family dynamics.
Your Questions, Answered
What is Family Legacy Planning?
It’s a comprehensive process of passing on wealth, values, and family traditions to future generations.
What tools are used in legacy planning?
We use tools such as life insurance, ETFs, SMAs, and annuities.
How do you ensure family harmony in legacy planning?
We use a tool called Everplans to help bridge the gap between generations and give you control from the grave after you pass.
What if I cannot get approved for life insurance?
There are plenty of other strategies that do not require any underwriting. There are even guaranteed strategies that have no underwriting.
Secure Your Family’s Future
Let us help you create a lasting legacy.
Schedule a consultation today.