Legacy Planning
More Than Just a Will: Preserving Your Legacy
At Stryker Capital, we believe that legacy planning is about more than just creating a will or establishing a trust. It's about ensuring that your values, goals, and wealth are passed down to future generations in a way that honors your legacy and provides for the people and causes you care about.
Legacy planning is an essential part of any comprehensive financial plan. Without a clear plan in place, your hard-earned assets may be subject to unnecessary taxes, probate fees, and family conflicts. By working with a dedicated advisor at Stryker Capital, you can:
- Protect Your Family's Financial Future: We'll help you create a plan that ensures your loved ones are taken care of, no matter what the future holds.
- Preserve Your Family's Values and Traditions: We'll work with you to create a plan that reflects your values and goals, and ensures that they are passed down to future generations.
- Give Back to Your Community: We'll help you create a plan that allows you to make a lasting impact on the causes and organizations you care about.
Our Legacy Planning Process
Our legacy planning process begins with a conversation - a conversation about your values, goals, and concerns. We'll work with you to create a customized plan that addresses your unique needs and circumstances, including:
Estate Planning:
We'll help you create a plan that ensures your assets are distributed according to your wishes, and that your loved ones are taken care of.
Trust Planning:
We'll work with you to create a trust* that provides for the management and distribution of your assets, and that aims to minimize taxes and probate fees.
*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Wealth Transfer Planning:
We'll help you create a plan that allows you to transfer your wealth to future generations in a tax-efficient manner.
Let's Start the Conversation
If you're ready to start thinking about your legacy and how you can preserve your wealth across generations, we're here to help. Please don't hesitate to contact us to schedule a consultation
Call Us
(503) 344-4569
Email Us
info@stryker.capital
Visit Us
9200 SE Sunnybrook Blvd, Suite 480, Clackamas, OR 97015