Legacy Planning

Legacy Planning in North & South Carolina

Legacy Planning ensures the preservation/distribution of wealth, values, and personal wishes for individuals and families in North and South Carolina. At TruNorth, we understand the significance of Legacy Planning and offer comprehensive services to help clients navigate this complex and vital process.

Understanding Legacy Planning

Legacy Planning goes beyond traditional estate planning by encompassing a broader perspective on wealth/ financial assets. It also includes personal beliefs, values, memories, and cherished personal effects. It involves thoughtful consideration of how individuals want to get remembered and the impact they want to leave on future generations.

Why Is Legacy Planning Important?

There are several reasons why Legacy Planning is crucial for individuals and families:

Wealth Preservation and Asset Protection

One of the primary goals of Legacy Planning is wealth preservation and asset protection. Through strategic financial planning and various legal paths, individuals can protect their assets and ensure their smooth transfer to future generations. Legacy financial services provided by financial advisors can help clients minimize taxes, avoid probate, and navigate complex legal processes.

Values and Beliefs

Legacy Planning gives an opportunity to preserve and pass on one’s values and beliefs. Individuals can ensure that future generations understand their intentions and follow their moral compass by clearly articulating personal philosophies and ethical principles. Legacy financial advisors can assist in creating a framework that aligns financial decisions with personal values, enabling individuals to leave a lasting legacy that reflects their core principles.

Memories & Personal Effects

Legacy Planning also includes considerations beyond financial assets. It involves identifying and documenting cherished memories, personal stories, and sentimental possessions that individuals wish to pass on to their loved ones. By explicitly stating their intentions regarding these non-financial aspects, individuals can ensure that future generations preserve and cherish their personal effects and family heirlooms.


Legacy Planning offers numerous benefits such as:

Asset Protection and Tax Optimization

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Effective Legacy Planning can help protect assets from potential risks and minimize tax liabilities. Legacy financial advisors employ plans like trusts, insurance policies, and gifting techniques to optimize tax planning and safeguard wealth for future generations. By implementing these strategies, individuals can aim for the smooth transfer of assets while potentially maximizing the benefits for their loved ones.

Family Harmony and Values Preservation

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Legacy Planning promotes family harmony by providing a clear roadmap for the distribution of assets and the prevention of any conflicts. By engaging in open and transparent discussions facilitated by legacy financial advisors, families can address sensitive topics and reach a consensus on things relative to inheritance.

Philanthropic Opportunities

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Legacy Planning also opens doors to philanthropic opportunities. By integrating charitable giving into their legacy plans, individuals can leave a lasting impact on causes and organizations that are important to them. Legacy financial advisors can assist in identifying philanthropic goals, establishing charitable foundations or trusts, and ensuring that these endeavors align with the individual’s overall legacy objectives.

Professional Guidance


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Navigating the complexities of Legacy Planning requires the guidance of professionals. Our financial advisors at TruNorth possess extensive knowledge and understanding of the various aspects of Legacy Planning. They work closely with clients to develop customized strategies that align with their unique goals and aspirations.


We provide a comprehensive range of Legacy Planning services to help individuals and families in North and South Carolina create a lasting legacy. At TruNorth, our team of legacy financial advisors are here to assist clients in navigating the complexities of Legacy Planning through:

Wealth Management

Legacy Planning involves not only the preservation of wealth but also its growth and management. Our financial advisors provide wealth management services tailored to your goals and risk tolerance. We develop investment strategies, monitor your portfolio, and adjust it as needed in response to the market to potentially help you achieve long-term financial success and support your legacy objectives.

Wills & Trusts

Wills and trusts are vital components of Legacy Planning. Our team can assist you in creating a will that outlines your wishes regarding asset distribution, guardianship of minor children, and other critical matters. Additionally, we can help establish various trusts like revocable living trusts, irrevocable trusts, or special needs trusts which aim to protect your assets and ensure they get managed according to your instructions.

IRA Legacy

Individual Retirement Accounts (IRAs) are essential for many retirement savings plans. Our legacy financial advisors are passionate about IRA Legacy Planning, helping you navigate the rules and regulations surrounding IRAs to potentially maximize the benefits for your beneficiaries. We assist in structuring your IRA to aim at minimize tax implications and ensure a seamless transfer of assets to your heirs.

Asset Protection

Asset protection is a crucial aspect of Legacy Planning, especially for individuals with significant wealth. Our team can help you develop strategies to aimed at safeguarding your assets from potential risks, including lawsuits, creditors, or unforeseen circumstances.

Estate Planning

Our estate planning services encompass a thorough analysis of your financial situation, assets, and goals. We work closely with you to develop a plan that addresses your unique needs and creates a path from the smooth transfer of your wealth to the next generation. Through strategic tax planning, we strive to minimize tax liabilities and protect your assets.

Start Your Legacy Planning Today

Legacy Planning is a complex process were guidance is one of your greatest assets. Our team of financial advisors is here to assist you every step of the way. We understand the intricacies of Legacy Planning and will work closely with you to develop a plan that aligns with your values, goals, and aspirations. Take our quiz to learn what your legacy plan might be missing. Contact us today to learn more about our Legacy Planning services or to schedule a consultation. Let us help you create a meaningful and lasting legacy that reflects your unique story and provides for future generations.