info@rosevestfinancial.com 7220 North 16th Street, Suite C, Phoenix, AZ 85020 (480) 951-5300

Legacy Planning

A comprehensive legacy plan provides a lifeline to those you leave behind.

  • Guidance regarding creation and or updating trusts and wills – do you need one?
  • Multi-generational planning for dependents and heirs, as well as managing claims and updates for beneficiaries
  • Build investment and insurance strategies to maximize financial continuity and stability for spouses, partners, children, and other loved ones, minimizing tax consequences and stress
  • Guide and assist your beneficiaries, successor trustees, and executors
  • Charitable giving strategies
  • Gifting to minors

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