Legacy Planning

An experienced financial advisor can offer invaluable expertise in the process of planning your legacy.

We prefer a collaborative approach to legacy planning that engages both the advisor and client in mutual communication and cooperation. An attorney is well-versed in the legal aspects of your estate plan. However, we may be better skilled at understanding the financial details and ramifications in each component of your financial and legacy plans.

What We Do

  • We can make sure that your values and goals are aligned for both you and the future generations of your family.
  • We can ensure that your goals are developed into a plan that offers you and your loved ones peace of mind.
  • We can facilitate meetings with the younger members of your family and help them understand the importance of the legacy you are leaving behind. We can educate them about the financial and legacy planning processes and their roles in ensuring long-term financial security.

Our knowledge and experience with the legacy planning process can help to minimize expenses and reduce taxes, while ensuring that your objectives are carried out as you have intended.

Collaborative Approach to Your Legacy Plan

We will work in conjunction with your current estate planning attorney if you have one. If you do not have an estate planning attorney, we can refer you to one that we feel aligns with your personality and legacy goals.

Legacy planning can be complex. Mundoval Capital Management can help simplify the process and possibly minimize taxes and unnecessary expenses. With our collaborative legacy planning approach, we can help you create a lasting legacy for you and your family.