Elevate Your Financial Strategy with Estate and Legacy Planning

Your Wealth Tells a Story

But it’s not just about money.

It’s about values, wisdom, and care the things you pass on intentionally. At Longevity Wealth Strategies, we help you ensure your legacy reflects not just what you’ve built, but what you truly believe in.

Estate planning isn’t just paperwork. It’s about taking care of the people you love, honoring your wishes, and creating an impact that lasts for generations.

Why We Do Estate Planning Differently

We believe estate planning should be:

• Clear — no jargon, no guesswork

• Aligned — with your financial plan and personal values

• Supportive — guiding you and your family every step of the way

We don’t draft legal documents ourselves. Instead, we partner with a concierge network of experienced estate attorneys, coordinating your plan so it’s fully integrated with your financial strategy. You get expert legal support without losing the big-picture view.

Our Process: Clear and Supportive

1. Clarify Your Goals

We begin by understanding what matters most to you: family, charitable interests, and the legacy you want to leave.

2. Understand Your Options

Wills, trusts, powers of attorney, these can be overwhelming. We explain them in plain language, so you feel confident making decisions.

3. Coordinate With Experts

Through our concierge attorney network, we connect you with trusted legal professionals who implement your plan. We stay involved to ensure your financial and estate plans work together seamlessly.

4. Align Your Accounts

We review your beneficiary designations, asset titling, and account structures to match your estate plan helping prevent costly oversights.

5. Review and Revisit

Life changes. So should your plan. We revisit it regularly to keep everything aligned with your goals and current laws.

What We Help You With

• Wills & Trusts: Guidance on which tools fit your needs, implemented by our attorney partners

• Beneficiary Review: Keeping designations accurate and intentional

• Tax-Efficient Strategies: Coordinating strategies to preserve more wealth for the next generation

• Family Wealth Transfers: Supporting smooth transfers while minimizing conflict

• Charitable Giving: Aligning philanthropy with tax benefits for meaningful impact

• Healthcare Directives & Powers of Attorney: Ensuring trusted individuals can act if needed

Why This Matters

Even well-intentioned families face confusion, conflict, or unnecessary costs without a clear plan.

With our guidance:

• Your wishes are documented and honored by experienced attorneys

• Your legacy is preserved and intentional

• Your financial strategy reflects the bigger picture of your life and family

The life you’ve built should support the legacy you want to leave.