LEGACY PLANNING SERVICES

Your Wealth & Beyond

What would you do if you knew that your wealth would more than cover your primary needs throughout your lifetime – under almost any scenario?

Perhaps you’d want to leave most of your wealth to family or loved ones.
Perhaps you would also like to support organizations that helped you during your life or causes important to you.
Perhaps you’d give more or start sooner to see the fruits of your giving first hand.

Here are some tougher questions: What if something sudden or unexpected happened to you tomorrow? Would your affairs be handled as you would like? Are those who would be responsible prepared? Are those who would be impacted most informed?

These are important legacy-related questions. As a result, legacy planning can feel like a daunting task. But, it can also be immensely rewarding when infused with positive energy and support. At HoyleCohen, we work hard to make legacy planning a very meaningful and positive part of our client’s lives.

Making Legacy Real / The Legacy Pyramid

Legacy financial planning is driven by three primary considerations:

The need for financial independence
The desire to leave a family legacy
The desire to have a positive impact on society through a social capital legacy

Defining and ultimately fulfilling objectives related to each section of the pyramid is a distinctly personal matter. Over the years, we have observed that some people cannot think clearly about what they would like to do for others until they have clarity and confidence that their own critical needs will be met. The legacy pyramid is a framework that can enable thoughtful, iterative discussions about legacy throughout your lifetime.

Where Expertise Meets Process

At HoyleCohen, we combine our expertise, planning tools and process to help take the hassle out of legacy planning. Our legacy planning is integrated into our holistic Wealth by Design process. That way you can explore what’s possible and start shaping the legacy you’d like to leave behind – for your family and society – sooner than you think.

HOLISTIC LIFE AND WEALTH PLANNING

Wealth by Design Process

In the Discovery phase, we take the time to understand your goals for making an impact on the people and causes you care about. We define your financial independence so we can engage in a thoughtful discussion regarding the kind of legacy you might like to leave behind for your family and others. Our tools allow us to test scenarios and project outcomes so you can understand tradeoffs, establish goals and make smart legacy planning decisions years in advance with confidence.

During Design, we integrate legacy goals with other goals in order to develop a set of strategies and an overall plan uniquely suited for you. We help you Implement that plan then work with you to Optimize and sustain the results you want over your lifetime.

The Wealth & Beyond Program^®

Because your legacy will extend well beyond initial legacy planning and traditional views of wealth, we created The Wealth & Beyond Program^®. Designed to give extra attention and special care to the things required to help guide implementation of your plan, program services include:

Passing Your Values and Valuables to the Next Generation

Legacy often starts with family, yet many family members are left in the dark until it’s too late. When wealth matters are addressed, the discussion often focuses solely on the financial assets. Legacy to us is as much about what you value as it is about the numbers associated with your wealth. That’s why we can engage with you and your next generation, multi-generational meetings, recorded Family Financial Philosophies and ongoing education. Using these and other tools, we can help you pass along to future generations what you value most and have worked so hard to achieve.

Simplifying and Organizing Your Wealth

Legacy planning often involves complex documents, contracts and agreements that can be confusing – not to mention working with lawyers, accountants, and insurance agents. We can help oversee and simplify this process, often collaborating with other trusted professionals, so you don’t get overwhelmed and your plans do not simply gather dust.

Tying Up Your Loose Ends

Our Wealth & Beyond Program^® helps you address the loose ends that can cause your well-thought-out intentions to unravel. Our technology also helps. We can capture your details in our systems and use industry-leading technology to give you secure digital access to important information. While you are our primary focus, we have found that loved ones greatly appreciate your thoughtfulness and care if something unexpected does happen to you.

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WEALTH AND BEYOND FOR WOMEN

Women & Wealth

Over the years, many women have told us they prefer to be served by other women who can relate to them and are passionate about helping them create, grow and protect their wealth throughout life’s many chapters. To address this need, HoyleCohen created Women & Wealth, a unique wealth management practice offering specialized planning and investment expertise and resources for women and their families.

Created by and for women, our Women & Wealth team of professionals first listens to understand your needs. Then we provide the expertise and advocacy you need to make thoughtful financial decisions and progress towards the life of your dreams.

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Start Shaping Your Legacy Today

You will leave a legacy of some sort whether you plan it or not. Don’t wait. If you want to learn more, schedule a complimentary consultation or call the office nearest you.

LET’S HAVE A CONVERSATION

San Diego (858) 576-7300 / Santa Monica (310) 586-1828 / Sacramento (916) 588-2960

LEGACY PLANNING SERVICES

HOLISTIC LIFE AND WEALTH PLANNING

Wealth by Design Process

WEALTH AND BEYOND FOR WOMEN

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