Legacy Planning

How do you want your assets to be passed on to
your family, a charity, or other persons?

Do you have a plan, a will, or instructions? If not, state laws will dictate it. Our approach utilizes our attorney team to start the dialogue in resolving this important decision.

Estate & Legacy Planning in Richmond

One of the most important things you can do in life is plan for what happens after your life. While there are many unknowns, estate and legacy planning can make sure you know for certain what happens to your family and wealth after you’re gone. For estate planning in Richmond, Welcome Home Financial Partners is the way to go.

Wills & Revocable Trusts

While they may look similar, there are separate and distinct purposes for wills and revocable trusts. A will is a public document that you have written out to communicate how your wealth and affairs are to be handled in the event of your death that must pass through probate court. A living revocable trust doesn’t require the use of probate court and is primarily utilized for the transfer of property.

Regardless if you’re looking to develop a will or provide a revocable trust for your loved ones, Welcome Home Financial Partners is here to help. We’ll work with you and with our attorney partners to help find a plan of action for you.

Get Your Legacy Plan in Place.

Preparing your legacy can seem like a daunting task, but it doesn’t have to be! Take the next step in your legacy plan with your own “Legacy Checklist” by completing the form.

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