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Estate & Legacy Planning

Estate and legacy planning at Rise focuses on preparing assets for heirs, addressing tax impact, and aligning your financial resources with the people and causes most important.

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The Value of Estate & Legacy Planning

Preparing for Heirs

Legacy planning helps structure how assets may be passed on, aligning financial resources with family needs.

Reducing Tax Impact

Planning can help organize how heirs receive assets, with attention to minimizing unnecessary tax burdens.

 

Reflecting Values

Estate and legacy conversations create space to connect financial decisions with personal beliefs and charitable goals.

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

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Planning Ahead for Family and Legacy

Estate and legacy planning organizes assets for heirs and reflects personal values. At Rise, we help families prepare for the future with clarity and care.

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  • Document Reviews
    We review wills, trusts, and beneficiary designations to confirm they reflect current priorities.
  • Planning for Future Generations
    Conversations address tax impact and how resources can be structured for family members.
  • Charitable Giving
    We discuss ways to align financial strategies with causes important to you.
  • Regular Updates
    Plans are revisited as family situations or tax laws change, keeping them connected to your goals.

Estate Planning Essentials: Building the Foundation for Your Financial Legacy

When people think about retirement and financial planning, investments and income often come to mind first. Yet, estate planning essentials...

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From Wills to Trusts: Simplifying the Core Elements of Estate Planning

Estate planning is about more than passing along assets. It provides a framework for how your wishes are carried out...

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Tax-Efficient Estate Planning Tips for High-Net-Worth Families

Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as...

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Estate Planning Essentials: Our Approach to Asset Management

Developing a Comprehensive Plan to Manage Your Family’s Financial Future Estate planning is not just about managing your assets or...

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Begin Estate Planning by Asking Yourself These Three Questions

Develop a Comprehensive Strategy to Help You Manage Your Financial Wishes It can be uncomfortable to contemplate the end of...

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Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly,...

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Frequently Asked Questions

Estate & Legacy Planning

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At Rise, this often includes reviewing wills, trusts, beneficiary designations, and tax planning for heirs. We also discuss charitable giving and preparing family for inheritance conversations.
Family situations and tax laws change. By revisiting estate plans, clients can keep beneficiaries current, adapt strategies for heirs, and make sure documents reflect today’s priorities.
Yes. We often collaborate with estate attorneys and CPAs to make sure your legal documents, tax strategy, and financial plan are working in step with one another.

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