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Legacy Planning Resource Guide

BECU Investment Services

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Legacy planning isn't only something to think about as you grow older — it's an essential part of your overall financial strategy throughout your life. Having a legacy plan can help prepare you and your loved ones for life's unexpected changes. That's why it's necessary to plan ahead — both for the benefit of people who rely on you today and to help ensure your wishes are met in the future. These resources are intended to help you create a comprehensive plan and facilitate a future where your legacy and wealth are upheld according to your wishes.

Key Takeaways

  • Legacy planning is not just about financial security — it also helps you ensure your money is used to preserve your values after you've passed.
  • Strategies like charitable giving, wealth transfer, insurance investing and establishing a trust as part of your legacy plan can help ensure loved ones are taken care of, special causes are advanced and that your legacy continues.
  • Legacy planning may also help mitigate tax issues by helping prevent various tax scenarios that could impact your estate or beneficiaries after your death.

Help Prepare Your Family for a Wealth Transfer

Learn tips on how to work with qualified financial, tax and legal professionals to pass along your assets to the next generation. Get Started

Tips for a Successful Transition Between Generations

Prepare for unexpected life events by developing a family financial plan, learning ways to communicate early and often, and sharing your values. Start Planning

How Insurance Can Be Used for Retirement Planning

With the proper structure, some life insurance policies may become financial assets — and could even help you build cash value over time. Learn how these policies may fit into your financial plan. Read More

Four Steps to Creating a Charitable Giving Plan

Learn ways to incorporate charitable giving into your financial planning while working to address legacy planning and tax goals. Read Tips

Building a Financial Foundation For the Next Generation

Discover tips to help graduates learn how to pay down their debt and attain a solid financial footing as they enter the working world. Find Out More

Documents Locator

One of the greatest gifts we can give to our loved ones when we pass is an easily settled estate. Empower your loved ones by helping them easily find the documents they need to successfully settle your estate during a difficult time. Download Worksheet

Organize Your Financial Records

Having an organized approach to financial records can help remove much of the stress associated with living in an increasingly complicated world. Access our guide to learn strategies for keeping your finances organized. Download Guide

Philanthropic Giving

An annual giving plan can help ensure your desired contributions to the organizations you are most passionate about are fulfilled. Fill out our worksheet to determine how you want to organize your giving strategy. Download Worksheet

Talk to a Financial Advisor

Financial advisors at BECU Investment Services are here to help. Our team will take the time to get to know you, understand your goals and plan, and implement a financial and retirement strategy that's appropriate for you. Set up a complimentary consultation or call 206-439-5720 today.

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Important Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All information is believed to be from reliable sources; however LPL Financial makes no representation as to its completeness or accuracy.

Neither LPL Financial, nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your own tax or legal counsel for advice.

This article was prepared by LPL Marketing Solutions.

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