Can your family survive without you?

Planning for the future often means planning for a time when your loved ones will live on without you. While we hope that yours is a long and fulfilling life, the unexpected can happen and without planning, leave your family without financial security. Through our Legacy Planning services, we strive to help you put a plan in place that will allow your family to survive without you.

By asking questions and listening to your visions and dreams, we aim to help you build a solid foundation that will allow your legacy to live on.

We ask: can your family survive without you?

  • How would your bills get paid?
  • Will your children be able to attend college?
  • Can the family stay in the family home?
  • If you own a business could it survive without you?
  • How would your absence affect your key customers?
  • Would the managers and employees know what your wishes are for the business, your legacy?
  • Did you plan to sell your business? If so, to whom?
  • Would you like to leave your business to your children? Since different family dynamics require different planning techniques, it is important to have a strategy in place ahead of time.  We will work together seeking to ensure that you leave behind as little chaos as possible.
  • Who will pay for your child's wedding?

Then we check what you have in place.

  • We request all documents aiming to confirm they are in line with your goals for your business and family: wills, trusts, medical directives, operation agreements, key employee contracts, etc…
  • We'll work with your attorneys and other advisors striving to make sure everyone in on the same page with regards to your goals. If you don't have attorneys, we'll seek to help you secure one and set up the appropriate legal documents.
    You are under no obligation to use the services of any of the third party professionals, and may choose any qualified professional.
  • We review ownership of all assets seeking to ensure they're in line with your will. This is a critical step because any assets that aren’t titled correctly may not legally follow your wishes.

We wrap up by creating a strategy for the future

  • Once we have built a foundation for your estate and legacy planning, we can start to look for appropriate strategies to continue to build your wealth as efficiently as possible. We do this using our vast suite of investment and insurance programs.
Fellows and Blake Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Speak with our team

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows & Blake, LLC are separate entities and not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX.

Securities offered through LPL Financial, Member Fellows & Blake, Wealthcare Advisory Partners and LPL Financial do not provide tax or legal advice or services.

2019 Fellows & Blake. All Rights Reserved. Website by Open Design