Legacy Planning

Legacy Planning – Trying to leave something behind.

At St. Croix Advisors, our legacy planning services are designed to help you create a meaningful and enduring legacy that reflects your values and goals. We understand the importance of preserving your wealth and heritage for future generations, while also making a positive impact on the causes you care about. Whether it’s a faith-based initiative, your local school, or the hospital that saved your child, making a difference doesn’t have to wait. You can even make a positive impact today!

These are some of the powerful conversations we can have.

Crafting Your Family Legacy

Legacy planning goes beyond traditional estate planning. It involves preserving and passing on not just financial assets, but also family values, stories, and traditions. Our team specializes in developing comprehensive legacy plans that foster unity and ensure your family’s heritage endures.

Our Services Include:

  • Estate Planning: Structuring your estate to minimize taxes and ensure your assets are distributed according to your wishes.
  • Trust Establishment and Administration: Setting up trusts to protect and manage assets for future generations.
  • Charitable Giving Strategies: Designing philanthropic plans that align with your values and create a lasting impact.
  • Succession Planning: Developing strategies for passing on businesses or assets to the next generation.

Philanthropic Planning

Earthly possessions are temporary. The realization that our material wealth is fleeting can lead us to prioritize impactful giving.

Our legacy planning services also encompass philanthropic and faith-based financial planning. We help you maximize the impact of your charitable giving by identifying effective giving strategies, setting up donor-advised funds or charitable trusts, and integrating philanthropy into your overall legacy plan.

Why Choose Our Legacy Planning Services?

Our approach to legacy planning is rooted in understanding your family dynamics and values. We provide personalized guidance to ensure your wealth and legacy reflect your desires while fostering family unity and making a difference in the community.

Let us help you create a lasting legacy that transcends generations. Contact us today to learn how our Legacy Planning services can preserve your family’s heritage and make a meaningful impact on future generations.

Explore Our Other Services

 

Disclaimer: Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results, and there is no guarantee that investments will grow.

Legacy Planning – Trying to leave something behind.

At St. Croix Advisors, our legacy planning services are designed to help you create a meaningful and enduring legacy that reflects your values and goals. We understand the importance of preserving your wealth and heritage for future generations, while also making a positive impact on the causes you care about. Whether it’s a faith-based initiative, your local school, or the hospital that saved your child, making a difference doesn’t have to wait. You can even make a positive impact today!

These are some of the powerful conversations we can have.

Crafting Your Family Legacy

Legacy planning goes beyond traditional estate planning. It involves preserving and passing on not just financial assets, but also family values, stories, and traditions. Our team specializes in developing comprehensive legacy plans that foster unity and ensure your family’s heritage endures.

Our Services Include:

  • Estate Planning: Structuring your estate to minimize taxes and ensure your assets are distributed according to your wishes.
  • Trust Establishment and Administration: Setting up trusts to protect and manage assets for future generations.
  • Charitable Giving Strategies: Designing philanthropic plans that align with your values and create a lasting impact.
  • Succession Planning: Developing strategies for passing on businesses or assets to the next generation.

Philanthropic Planning

Earthly possessions are temporary. The realization that our material wealth is fleeting can lead us to prioritize impactful giving.

Our legacy planning services also encompass philanthropic and faith-based financial planning. We help you maximize the impact of your charitable giving by identifying effective giving strategies, setting up donor-advised funds or charitable trusts, and integrating philanthropy into your overall legacy plan.

Why Choose Our Legacy Planning Services?

Our approach to legacy planning is rooted in understanding your family dynamics and values. We provide personalized guidance to ensure your wealth and legacy reflect your desires while fostering family unity and making a difference in the community.

Let us help you create a lasting legacy that transcends generations. Contact us today to learn how our Legacy Planning services can preserve your family’s heritage and make a meaningful impact on future generations.

Explore Our Other Services

 

Disclaimer: Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results, and there is no guarantee that investments will grow.

I’m ready! What’s the next step?

St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Woodbury, MN.Disclaimer