Legacy planning is more than the distribution of assets. It is a process which helps you identify issues, clarify what matters most, and implement strategies designed to achieve your goals. We believe everyone from business owners to family leaders benefit from the legacy planning process because the things most important to you go well beyond how assets are divided. You want to protect the people you love, and the business you built.
You want to leave a legacy for future generations so the values and beliefs which drive you live on. At ELP, we carefully guide you through a process tailored to help achieve your goals.
We start with questions designed to help you articulate where you are, and where you would like to go. The discovery process is built around the need to gather facts, while assisting you in uncovering the values and goals which will guide your future plans.
We partner with your trusted advisors (attorneys, accountants, etc.) to review strategies for implementing your personal and business goals. During the evaluation process we model different options to give you clarity on the best ways to structure and appropriately fund these objectives.
By incorporating your feedback and the input from your advisors we empower you to make informed decisions and implement plans tailored to your legacy planning goals. The integration process provides you with clarity on where new strategies fit in the big picture and how they will be enacted.
One of the few constants in life is change, which is why the plans you implement need to be designed to grow and adapt with you. By reviewing your plans, we can gauge performance, access new opportunities, and collaborate with your team to adapt as needed.
