With many families, their most cherished and valuable assets are not their real estate, stocks and bonds or retirement accounts, but the memories, life lessons and values that are passed on to children and grandchildren. Legacy Wealth Planning is the process of preserving family history, morals, beliefs and family treasures for future generations. Traditional estate planning completely overlooks the preservation and passing on of these most treasured assets. Preservation of your family history, life stories and family values is accomplished electronically, so that this wealth can be preserved for many generations to come.

Legacy Wealth Planning also involves protecting and preserving your financial wealth for future generations through various trust vehicles that offer estate tax savings, probate avoidance, divorce protection and asset protection for your surviving spouse as well as your descendants.

Our office has perfected the Access Trust™ as a means to allow your children and grandchildren to manage and access the wealth you pass down to them without the worry that your inheritance may end up in the hands of that child’s or grandchild’s ex-spouse.

Another planning vehicle we offer our clients, the Sentry Trust™, provides complete asset protection for your children and grandchildren, whether they are financially irresponsible, have an addiction, have creditors or the IRS chasing after their assets or their employment status puts them at risk for lawsuits from disgruntled customers.

Finally, our Heritage Trust™ in designed to create incentives for your children and grandchildren to achieve certain goals designated by your and to preserve wealth for future generations while giving your children use of the funds during their lifetime. For clients with large estates, this type of plan can save hundreds of thousands of dollars in estate taxes, or more, in passing large amounts of wealth from one generation to the next.

For more information about these planning strategies, attend one of our Legacy Wealth Planning seminars, click here or call our office at 951-787-7711. If you do not have time to attend one of our Legacy Wealth Planning seminars and you are instead interested in a complimentary appointment to discuss the planning of your large estate, click here or call 951-787-7711 to schedule a free one hour consultation with Mr. Snadoval.