For many of our clients, not only do they have a desire to continue their current lifestyle but also provide for the future. The Welch Group sees multi-generational wealth transfer as a vision and goal for many clients. In tandem with our proprietary legacy trust strategy, we also facilitate family council meetings which helps coordinate your estate to the next generation.
What We Believe About Your Family Legacy
- It’s Your Legacy – Our primary goal is to ensure that your financial resources are always there for you to live the fullest life possible. Additionally, we also want to help you make certain that as much of your assets pass to whom you choose.
- Estate Planning is a Team Activity – Our proprietary legacy trust strategy allows you to provide financial security for generations of heirs. The team approach brings a subject matter experts from the different planning areas to assure that your estate deals only with minimal taxes and government interference.
- Personal Handbooks – Our process-driven document organization system gives you peace of mind knowing all of your critical financial documents are continuously reviewed, organized and secured for whatever life event may occur. Your handbook gives your estate a blueprint for action when the unthinkable happens.