“By failing to prepare you are preparing to fail.” -Benjamin Franklin

Legacy Planning

Legacy Planning is how you want your wealth and possessions to be passed to your next of kin or desired entities after you pass away. This can be people or charities specified in your will or trust.

If you don’t have a plan in place for your estate, it’s disposition and management may not conform with your wishes. It’s very important to start your planning early so that when the time comes, your estate and affairs are in good order.

Legacy planning is very important for small business owners or people who own assets that need to be maintained. Gleason Capital Advisors can help identify tax planning strategies for the sale of highly appreciated assets and businesses.

Now is the time to think about these issues and all of the associated details. Without proper documentation your estate could go to probate and be a matter of public record.

Gleason Capital Advisors will work closely with you and your attorney in an effort to make sure that your estate and legacy plan are in good order.


Contact one of our financial advisors to request a complimentary consultation.