You’ve spent a lifetime of hard work dedicated to providing for your family. It’s taken plenty of time, commitment and maybe even some sleepless nights to get to where you are now. And if you’re like so many people, you want to make an impactful difference in the lives of the ones you love, or your favorite charities, by having a plan for what you leave behind.
At Madrona Financial Services, we understand that legacy planning is about more than just money and possessions. We work with our clients to understand the goals and desires they have when planning their legacy. It’s why we created the Madrona Life and Legacy Planner. The planner is a tool to help your loved ones clearly understand the wishes you have regarding your estate. The last thing you want to do is create a burden for those you’ve left behind, so we’ve created a way to help them find everything they’ll need in one secure place.
Within our Life and Legacy Planner, you’ll be able to organize your life goals, the order of your affairs, cash flow management, a family mission statement established by you, retirement planning, business succession planning and your last wishes. Anyone can have a will that divides assets between family members. The Madrona Life and Legacy Planner not only addresses the financial aspect of your estate, but has a strong focus on the more enduring aspects of your life and legacy.
We will work with you on this very personal plan and make sure it reflects not only your wishes, but the hopes and dreams you have for your loved ones. We will be here to work with your family and help them understand how to navigate the path forward in accordance with your plan. Legacy planning: It’s all part of the Madrona Way.
