Client Access
Close Menu
Close Menu
Full Menu
Client Access

Estate/Legacy Planning

Plan now, not later. Effective estate plans help to ease the burden of honoring last requests, and they involve transferring the right assets into the right hands at the right time. 

We can help make things a lot less complicated for your loved ones by doing this in tandem with your accounts and finances. We will coordinate with your chosen legal counsel to ensure your financial plan is implemented in conjunction with your estate planning goals. 

Legacy and multi-generational planning can be complicated, but we will help safeguard your values through your wealth transfer plan. This will help to ensure that future generations are stewards of the resources you choose to pass along.

“…in this world nothing can be said to be certain, except death and taxes.”

-Benjamin Franklin

ONLY

32%

of Americans
have a will

Legacy Planning Webinars

Episode One:
When to Start Legacy Planning

Your Legacy – Your Letter

This interactive PDF is designed to provide your family and friends with essential information in an organized and accessible format.

download fillable
legacy letter

Episode Two:
How Donor-Advised Funds Factor into a Legacy Planning

Defining Your Philanthropic Legacy

This worksheet will help you focus your giving on what matters most to you. By clarifying your values and goals, you’re empowered to shape your philanthropic legacy.

Download Defining
Your Philanthropic
Legacy Worksheet

Our Clients Most Trusted, One-Stop Financial Resource

“My favorite thing about working at Larson is that I don’t feel that I have had to choose between my career and my personal life. Thanks to Larson, I have the opportunity to thrive in both areas. Larson is comprised of incredible employees across all departments, with one common goal – to empower all to flourish.”

Lindsey Shannon
Portfolio Data Specialist
Disclosure

Disclosure

Testimonials provided by a current Larson employee. Employee was not compensated to provide testimonial.

“We have a similar philosophy towards finances and life in general; I rely on my Larson advisor’s advice to guide my financial decisions because I trust and respect him. I have already referred several friends and colleagues to him and will continue to do so.”

Stephanie D.
Larson Financial
Disclosure

Disclosure

Testimonials provided by a current client. Client was not compensated to provide testimonial.

“The Larson Foundation has left lasting marks upon Urban K-Life of St. Louis.  Their sincere partnership and resources to help develop and nurture urban youth have been genuine, invaluable, engaging, and effective.”

Dr. J. Sims
Operations Director – Urban K-Life of St. Louis
Disclosure

Disclosure

Testimonials provided by individuals in association with their organization. Individual was not compensated to provide testimonial.

“Larson Financial provided my family with a great sense of peace and security as we embarked upon retirement. The team evaluated all aspects of our financial situation to make sure that every component (taxes, insurance, wills, trust, charity…) was covered.

The expertise that went into developing and pressure testing our individual financial plan is exceptional. We feel confident that our financial future is secure no matter what disaster the future might throw our way. “

Randy and Sue J
Larson Financial
Disclosure

Disclosure

Testimonials provided by a current client. Client was not compensated to provide testimonial.
Schedule a Consult