Legacy Planning

What do you want to leave behind? Legacy planning has four main goals: financial security, estate management, estate protection and diminished tax burdens. Legacy planning can use your wealth in positive ways to continue the mission of the organizations you care most about. At Finley Davis Financial Group, we help you incorporate philanthropic giving and create positive social change. We help you identify the types of gifting that can maximize the value to both the charity and the family finances. We help you leave the legacy for your children, grandchildren and company employees that will leave a lasting impact throughout their lifetimes.

We will help you set up goals, a strategy, and implement a plan that can decrease estate tax, increase income, and allow for significant donations. The best way to give back is connecting passion with action. 

At Finley Davis Financial Group, we help with advanced estate and legacy planning techniques. We maximize the protection and tax benefits for your family, estate, and business. We coordinate with necessary legal entities to execute the plan.

If you are an individual interested in Legacy Planning, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Charitable Giving and Wealth Management.

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