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Legacy Planning

Basic Estate Planning Needs

SageVest Wealth Management guides our clients in all aspects of legacy planning. This includes ensuring your essential documents are in order, properly registering assets, updating beneficiary designations, and more.

Family Gifting

As you become the elder in the family, the potential for family gifting decisions expand. SageVest counsels clients on decisions such as how to structure a gift, it’s financial impacts to you and the benefit to your family member.

Charitable Giving

Well thought charitable giving strategies can help to align your finances with your personal and family values. Our advisors help you to evaluate the best strategy relative to your goals and tax considerations.

Additional Legacy Retirement Resources

Following are a few additional resources you might find of interest.

Your Retirement

What you need to know...

Financial Planning

Your Benefits



Family & Lifestyle

Legacy Planning


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