Retirement
Resource Center

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.

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Financial Planning
for Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Your Retirement
Benefits

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Healthcare
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Housing 
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Family & Lifestyle
in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Legacy 
Planning

Financial Planning
for Retirement

Your Retirement Benefits

Healthcare in Retirement

Housing in Retirement

Family & Lifestyle
in Retirement

Legacy Planning

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Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Financial Planning
for Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Your Retirement Benefits

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Healthcare in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Housing in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Family & Lifestyle in Retirement

Hands holding jigsaw pieces showing retire and plan reflect the important of financial planning for retirement

Legacy
Planning

Start your retirement planning today!