LEGACY PLANNING

Navigating the relationship between lifestyle and legacy

When people begin planning a financial legacy, they quickly come to the question “How much will be left?” The answer obviously depends on how much one spends, and that recognition leads to this key question: “How can I live my desired lifestyle in retirement and still leave a meaningful legacy?” At Harbourside Wealth Management, we educate you on strategies that support you in your planning efforts as you and your advisor’s work to answer this important question — so you can continue to make a difference in others’ lives, even after you’re gone.

Common Legacy Planning Objectives

When thinking about leaving a legacy, many possible purposes arise. Here are just a few, common reasons for leaving money to the special people and institutions in your life:

 

  • Provide a source of income so your spouse can live a certain lifestyle

  • Enhance your children’s overall financial standing or enable them to pursue specific dreams

  • Secure a stable financial future for your grandchildren

  • Fund education for children and grandchildren

  • Further a cause you care deeply about

  • Help an institution accomplish a specific goal

Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.