Legacy Planning: Preserve Your Legacy, Help Shield Your Family
Rather than just for the wealthy, we feel legacy planning is for anyone who wants their wishes to be honored and their loved ones to be protected. Our goal is to help you identify essential documents like wills and trusts.
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At Paladin Retirement Advisors, we take a personalized approach to legacy planning by integrating it into your overall financial strategy.
Document Review
We discuss the importance of key legacy planning documents, which are generally accepted throughout the industry, including:
Wills
Outlining your wishes for asset distribution and guardianship of minors
Trusts
Creating living or irrevocable trusts to help avoid probate and facilitate seamless asset transfer
Powers of Attorney
Granting someone authority to manage your finances if you’re incapacitated
Living Wills
Providing healthcare directives to guide medical decisions in case you cannot make them yourself
The Importance of Legacy Planning
Shield Your Loved Ones
A legacy plan helps take care of your family financially and emotionally during difficult times. From designating guardians for minor children to providing clear instructions for asset distribution, it reduces uncertainty and helps minimize disputes among heirs. It is generally agreed that an appropriate legacy plan typically includes:
Last Will and Testament
Specifies how assets will be distributed after death and names guardians for minor children
Living Trusts
Helps avoid probate by placing assets into a trust during your lifetime, allowing for a seamless transfer upon death
Power of Attorney (POA)
Grants someone authority to manage financial matters if you’re unable to do so yourself
Healthcare Directives
Outlines medical preferences in case of incapacitation, including end-of-life care decisions
Beneficiary Designations
Verifies accounts like retirement funds or life insurance policies pass directly to named beneficiaries without probate delays
The Paladin Difference
Personalized Strategies
Every client receives recommendations tailored to their unique financial situation and goals.
Holistic Approach
We customize investment portfolios to reflect your individual needs and goals, which are integrated into your overall unique plan.
Fiduciary Duty
As fiduciaries, we are dedicated to acting in your best interest—always.
Ready to Make the Leap?
Take Control of Your Financial Future
Consider working toward preserving your legacy by creating a legacy plan that helps shield your family and honors your wishes.
Disclosure
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of JSBJ Enterprises, Inc. dba Paladin Retirement Advisors and our editorial staff.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.