Legacy Planning

Legacy PlanningA Legacy You Can Be Proud Of

You’ve worked hard to build what you have.  The success that you have achieved has been a direct result of your skill, hard work, and proper planning.  With all the red tape that exists today, the thought of passing your assets on to the next generation can seem overwhelming.  Luckily, if you have an experienced team in your corner, the legacy planning process can become much more manageable.

By working with Baker Retirement & Wealth Management, P.C., you can find peace of mind when dealing with legacy-related issues.  Our experience in dealing with investment, tax, and insurance makes us uniquely qualified to provide the high-level strategic advice that is needed.  We work with our clients to develop a comprehensive plan, ensuring every situation is considered and planned for.

“Before building a viable legacy, you need to have a solid foundation built on your goals and dreams.”

Start Thinking About Your Legacy

When considering your estate wishes, it is often a good idea to start with your hopes and dreams.  Before you start thinking about specific gifting strategies or how to establish a trust, you need to have a good vision of your bigger picture goals.  Do you want to pass the family farm onto your children or grandchildren?  What assets do you currently have and plan to have?  What type of income during retirement do you desire?  All of these questions can help you to begin the process of planning your legacy.

Developing the Right Plan For Your Needs

Once you have developed a vision for your legacy, it’s time to get the wheels in motion so wealth can be properly transferred to your heirs upon your death.  Our team can help implement strategies that achieve your goals and minimize taxes.  We can also help you establish and maintain trusts to pass and protect your assets.  In addition, our life insurance solutions can further supplement your estate planning needs.

Take the First Step Toward Building Your Legacy

To ensure the proper implementation of your legacy plan, it is important that you think about it often.  Our team at Baker Retirement & Wealth Management, P.C. is available to help you navigate the process and ensure your dreams become a reality.  Call us today at (812) 842-2254 or request a call from one of our advisors.

Visitors to BakerRetirement.com should not act upon BakerRetirement.com’s content or information without first seeking appropriate professional advice. This website is provided for informational purposes only. It does not constitute an offer to sell, a solicitation, or an offer to buy a security in any jurisdiction in which, or to any person to whom, it is unlawful to make such an offer or solicitation. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services, LLC. Insurance Services offered through Vanderbilt Insurance and other agencies. Clearing Agent: National Financial Services, LLC. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
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