Legacy Services


Unlike Retirement Planning, which focuses primarily on you and your income needs during your retirement years, Legacy Planning focuses on what you intend to leave behind to those important people or causes in your life.

There are many different avenues you can take to help maximize the impact of your gifts depending on your goals and values. In many cases there’s the possibility of transferring them tax-free!

Some reasons our clients choose to create a legacy plan are:

• There is a disabled loved one they want to help ensure is provided for
• They don’t want to burden survivors with heavy decisions
• They want to help ensure money left is spent in accordance with their wishes

However, legacy planning is more than estate planning; it is a holistic approach that encompasses your needs in retirement, how the estate will be distributed after death, and the best methods of passing on your legacy.

With Poole Locke Associates helping you establish this legacy plan, you can rest easy knowing that you and your loved ones have the best possible foundation, all without compromising the retirement lifestyle you deserve.

As always, client fees are customizable based on what path you decide to take. You’re not tied in until you’re satisfied the plan we provide suits your needs.

Call or email our office today to set up a FREE FINANCIAL ANALYSIS!


If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.

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