Legacy Planning

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, strengthens intergenerational communication, and trust.

What are the benefits?

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.