Giving

Leaving Your Legacy

As much as we want to help you live your best life, we know that many are also concerned with what they will leave for others and how they will be remembered. Just as we work with you to provide efficient ways to grow and preserve your assets, Innovative Retirement Planning also assists with crafting a legacy plan that provides you with a path for giving that helps minimize tax and probate oversight while adhering to your wishes.

By consistently monitoring and updating your IRAs to conform with your wishes, we can facilitate timely, efficient, and thoughtful services to your estate and beneficiaries.

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Additional Services

Apart from traditional legacy planning, Innovative Retirement Planning also provides guidance and support for:

Trusts – A living trust allows you to control movement of assets and beneficiaries. You can alter the terms of your trust at any time should your circumstances change.
Probate – Considering probate implications on your estate can significantly decrease the time and cost of transferring assets to heirs and beneficiaries.
Charitable Giving – Leave your mark on the community – or even the world – by exercising charity and philanthropy with your assets.
Estate Planning – We work with clients to provide clarity and efficiency of execution upon your wishes.
Tax Planning – A carefully-considered tax strategy can optimize your financial planning and allow you and your loved ones to preserve your hard-earned money.

Financial Confidence Is a Conversation Away

Contact us today to schedule your no-hassle, no-obligation meeting and learn more about the services, products and approaches we’ve provided to so many others just like you.

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