Legacy Planning

How do you want to be remembered? For many, this is one of the most important questions to answer as they age. Do you want to give back to a charity or non-profit? Set your family and loved ones up for success? Create a foundation or trust that allows for continued giving?

Financial
Planning

Investment
Management

Retirement
Planning

Legacy
Planning

Our Services

No matter how you want to be remembered, we are here to help ensure your legacy is fulfilled with comprehensive legacy planning services.

Aligning Family & Values

We begin the legacy planning process by involving your family and loved ones. Because those closest to you should know about your wishes for when you are gone.

Creation & Updating of Wills, Trusts, and Estates

In coordination with a qualified attorney, we can help structure your assets so they are swiftly and efficiently transferred to your chosen heirs.

Donor-advised Funds

Take advantage of the unique tax benefits of a donor-advised fund while planning out your charitable gifts.

Ongoing Support

As time goes on, family dynamics and personal focuses change. We will review and update your legacy plan to ensure it aligns with your current thoughts, passions, and feelings.

Contact our team to start planning for your legacy.

Whether retirement is decades away or decades ago, the advisors at Legacy Wealth Partners can craft custom financial plans and portfolios to address every part of your financial life.

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Consultation

Schedule a Meeting

Address

1002 East Main Street
Rockport, Texas 78382

Phone

361-729-2977

Email

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Partners are not affiliated.

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Legacy Wealth Partners