Legacy Mapping™

Legacy Mapping™ is a one-page visualization that shows the flow of all your assets in your estate plan.

When we work with clients and map out the asset flow in their estate plan, we typically find there are discrepancies between what their intention is and what their plan will accomplish.

The Legacy Mapping™ Process

As part of the Legacy Mapping™ process, we dive deeper into your estate plan by focusing on the implications of taxes, control, equalization, and asset placement. We then take this information and lay it out as a comprehensive and easy-to-understand visual using “if/then” scenarios.

We will revisit the map annually to make adjustments based on life changes, taxes, and changes in control. We then take this information and lay it out as a comprehensive and easy-to-understand visual using “if/then” scenarios. From there, we make recommendations based on your goals and work with your attorney to implement those changes. We will revisit the map with you annually to make adjustments based on life changes, taxes, and changes in control. Contact your River Wealth advisor directly or our office at invest@riverwealthadvisors.com if you are interested in learning more about this estate planning tool.

River Wealth Advisors is neither a law firm or an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit River Wealth Advisors (“RWA’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. RWA will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.