Your legacy is the sum total of your wealth, values, and traditions passed on to the next generation. While your legacy may begin at death, effective planning for that legacy needs to begin earlier.
What You Can Do: Understand what makes up your legacy and estimate your expected legacy
How Silicon Hills Can Help: Analyze your current cash flow, asset allocation, future cash receipts, life insurance, and business holdings to quantify an expected legacy.
What You Can Do: List out the people and organizations that you want to receive a portion of your legacy. Do you want to provide a lump sum legacy or a legacy over time?
How Silicon Hills Can Help: Incorporate your desired recipients into a plan that allows for a preview of expected asset transfers and timing.
What You Can Do: Understand the estate and income tax considerations and work toward mitigating those as well as potential administrative expenses to the estate.
How Silicon Hills Can Help: Utilize our wealth management portal to uncover areas where taxes and expenses can be mitigated and offer alternatives that can be tested out.
What You Can Do: Let your heirs know what the plan is or at the very least provide the means to locate all the necessary people and assets that are a part of your plan.
How Silicon Hills Can Help: Provide a format where all of your legacy wishes and assumptions can be consolidated and viewed in a simple format with a single point of reference.
What You Can Do: Create and maintain a digital profile of your assets, intentions and legal docs, family history, recipes, guidance, and store them in a single, secure location.
How Silicon Hills Can Help: Organize and arrange your electronic vault to provide for a place to hold all aspects of your legacy wishes.
Disclaimer: This document may contain forward-looking statements and projections that are based on our current beliefs and assumptions and on information currently available that we believe to be reasonable. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, operations, strategies or other future conditions or developments and any statements regarding objectives, opportunities, positioning or prospects. Forward-looking statements are necessarily based upon speculation, expectations, estimates and assumptions that are inherently unreliable and subject to significant business, economic and competitive uncertainties and contingencies, and prospective investors may not put undue reliance on any of these statements. Forward-looking statements are not a promise or guaranty about future events.
It should not be assumed that recommendations made in the future will be profitable or will equal the performance stated herein. The information provided does not constitute investment advice and is not an offering of or a solicitation to buy or sell any security, product, service or fund, including the fund being advertised.
The statements herein are not intended to be complete or final and are qualified in their entirety by reference to the Investment Management Agreement. In the event that the descriptions or terms described herein are inconsistent with or contrary to the descriptions in or terms of the Investment Management Agreement, the Investment Management Agreement shall control. In making an investment decision, you must rely on your own examination of the Investment Management Agreement.