After working hard your entire life to provide for your loved ones and donate to causes you care about, you naturally want to ensure you still can after you’re gone. We help you create a plan to pass your wealth on according to your wishes for a personal legacy that lasts.

Don’t saddle your family with extra taxes or the burden of decision making in a difficult time. Set up a legacy plan to be the one to control the fate of your estate, not the government.

From designated beneficiary forms to essential legal documents, JL Smith Holistic Wealth Management provides coordination with the appropriate legal professionals to help develop and/or keep these items up-to-date and aligned with your financial plan.

As part of the organization process, JL Smith offers an exclusive personal Family Estate Organizer™ binder, which serves as a practical resource to organize your financial life for you and your loved ones. This organizer will contain all of your relevant legal and financial information including living wills, tax returns, beneficiary-designation forms, power of attorney, and even usernames and passwords all in one protected place.

When you begin organizing your estate, consider the following questions. If you are unsure about the answers, our advisors will be your guide.

• Do I have a will and has it been updated in the past 3-5 years?
• Is a living trust right for me?
• What are my health care directives?
• Have I named a power of attorney to handle finances and property?
• Have I made arrangements to plan for and cover funeral expenses?
• Have I updated all of my insurance policies in the past 5-10 years?

Don’t let these questions overwhelm you — our team is here for you.

From designated beneficiary forms to essential legal documents, JL Smith Holistic Wealth Management provides coordination with the appropriate legal professionals to help develop and/or keep these items up-to-date and aligned with your financial plan. Once your legacy plan is in place, our team will regularly review it and adjust as needed, such as when a new little one is born, or a grandchild prepares to go off to college.

We are ready to be your partners in creating an enduring legacy that you can be confident will benefit the people and causes you cherish the most in your life. Don’t leave the fate of your estate to the government — be proactive with us by your side.