Estate Planning & Legacies

Legacy Estate Planning

Securing your financial legacy and organizing your estate documents are some of the most practical ways to care for your loved ones. At Eagle Wealth Consulting, our experts can help you navigate the finer points of estate planning so that you can be completely confident in your family’s financial future. With personalized financial planning services and highly-trained consultants who truly care about your well-being, it’s never been easier to lay the groundwork for the life that you want to lead. Not only does our reliable team work hand-in-hand with an estate attorney to ensure that all of your estate paperwork is up-to-date, we also cross-reference current laws to minimize the possibility of complications down the road. Trust Eagle Wealth consultants to provide you with exceptional estate and legacy planning services that manifest the future you desire.

Preparing Your Legacy

Throughout life, many people dream of building a financial legacy that their family and loved ones will be able to enjoy for years to come. However, establishing a lasting legacy is easier said than done — particularly if you’re going it alone, legacy planning can be an overwhelming task. In fact, Forbes recently reported that 82% of people over the age of 55 have not taken steps to secure their financial legacy. These steps could include completing a will, establishing a healthcare directive and durable power of attorney. Avoid common pitfalls and financial missteps that could put your long-term security in jeopardy by joining forces with Eagle Wealth Consulting. Our attentive consultants have the training necessary to craft customized legacy plans that take your current needs and future goals into account.

Give Your Family the Gift of Financial Security

Our Eagle Wealth experts understand that family is your top priority. Drawing on decades of experience, we’ve developed client-centric financial services that simultaneously address your personal goals and anticipate the future needs of your loved ones. By reviewing your estate documents with our knowledgeable team, you can relieve some of the administrative burden that may fall on your loved ones at a later date. With a highly trained eye, our consultants offer guidance and tailor-made financial planning strategies that make sense for your specific trajectory and familial situation. Don’t leave your estate planning and financial legacy up to chance — with a helping hand from our well-versed consultants, it’ll be smooth sailing for the years ahead.

Making Responsible Donations and Investments

When organizing your estate and preparing a financial legacy for your loved ones, it can be challenging to know how to distribute all of your resources. Our consultants will help you evaluate your current expenditures, savings plan and regular donations while considering what’s best for your long-term financial stability. With your specific context in mind, our team will gain a broader understanding of your financial history, current situation and objectives for the future. We can offer valuable insight into the best ways to give or donate to the people and causes that you hold dear. Optimize the next phase of your life with exceptional financial planning services, courtesy of Eagle Wealth Consulting.