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Legacy Planning

Which Would You Rather Leave - an Inheritance or a Legacy?

We believe that the legacy you leave is about much more than just money. Through our wealth transfer and estate planning process, we'll also assist you in preparing for:

Values and life lessons you want to transfer to family members

Individual wishes to be fulfilled

Personal possessions of emotional value that you wish to pass on

Philanthropy and charitable giving

Tax-free inheritance to your heirs

For many Americans, passing along beliefs and values to the next generation is just as important, if not more so, as passing along financial wealth and tangible assets. With our financial estate planning services you can create many opportunities to do this and also to plan charitable giving to the causes you care most about.

We work closely with the National Christian Foundation and have access to their resources and attorneys. So if you'd like to leave a legacy that impacts future generations, we have the strategies and connections you need to make your mark on the world.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.