Who do you love
and what do you value?
Your life’s imprint will be felt for generations.
The values that have been your guides through life will serve you even now. What begins as a conversation about the impact you wish to have becomes a plan, and in time, a legacy.
Estate Planning for Tax Strategy
Your estate plan becomes the roadmap of your legacy. It covers the basics, including a current will, powers of attorney, beneficiary designations and more. It should also serve to reduce taxes associated with the transfer of your wealth and may even reduce family conflict.
Family Financial Strategy & Trusts
Having a plan will likely lead to more assets transferred to family and charities you value. Establishing trusts to hold and manage the assets is considered the key to maintaining family wealth for generations.
Philanthropy & Family Foundation
Philanthropy is an expression of your values and holds the potential for creating lasting impact. Whether in the form of a family foundation or a specific gift strategy, we are here to help you achieve the positive change you envision.
The Family Business
You built a successful business that represents your life’s work and is a significant part of your financial picture. Whether you wish to keep it in the family or find an appropriate successor, careful planning can help protect against tax liabilities and assist with a smooth transition.
Potentia, Potentia Wealth and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
We begin with a quiet conversation.
We want to hear your life story. We want to listen to the choices you made and even the ones you wish you made. We want to understand your values and from there, we’ll help you with your legacy.