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Family Wealth Statement
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Value Proposition Letter
Tactical Plan
Comprehensive Plan
Implementation
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Challenges Families Engaged Us to Face with Them










Comprehensive Plan

The Comprehensive Plan or "Wealth Blueprint" summarizes how you can integrate several planning instruments to achieve all of your most important planning goals. Using advanced technology, we follow an efficient and disciplined process for identifying the best mix of planning tools to achieve your goals. This technology permits us to summarize all planning concepts on a single flow chart that is supported with extensive numerical and text documentation. We also integrate the tax benefits and cash flows of each tool in the plan to create a year-by-year cash flow summary. By doing so, you can see how the plan achieves your income goals even after you pay taxes, make charitable gifts, or fund an insurance policy. A Comprehensive Plan:

Addresses all major components of planning
Recommends multiple strategies
Fully integrates cash flows, tax impact, and estate distribution
Provides extensive documentation.

 


Legacy Resources, LLC is an Illinois Registered Investment Advisor