30 West Patrick Street Ste. 100 Frederick, Maryland 21701


grandparents standing in a field with their grandson

What is Legacy Planning

Legacy planning begins from within as you assess which family, friends, and other relationships are truly important to you. If estate planning is going to create a lasting legacy, your assessment of your most closely held principles and values begins the process. The Family Heritage Trust Company will assist you with a values-based legacy plan that encourages stronger relationships today and strengthens intergenerational communication and trust.

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grandfather holding his grandson in the air

Financial Benefits of Legacy Planning

Legacy planning includes wealth preservation planning and addresses family dynamics. Wealth preservation planning determines the amount of funds to leave to children, family, and charitable organizations. In collaboration with your legal or tax advisors, The Family Heritage Trust Company holds, administers, and invests your assets so that they are appropriately organized and managed to ensure maximum value at the time of your passing.