We find that as our clients get older and are experiencing the joys of grandchildren or passionately involved with non-profit organizations, they express a desire to leave a legacy to continue financial support after they've passed away.

We can work with you to plan a gifting strategy to enjoy in the here and now or to benefit your heirs and organizations after you pass away. It's important to consider tax-efficient strategies and understand the implications of leaving heirs one asset over another. 

As part of our financial planning process, we find it critical that we take into account our clients entire financial picture to ensure it aligns with their overall goals.  The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.

This includes a discussion of the following client documents:

• Trusts
• Wills
• Power of Attorney

We work closely with you on these important decisions and collaborate with estate attorneys to ensure your estate planning documents and beneficiary designations are up-to-date and reflect your wishes.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor regarding your specific situation.