Estate and Legacy
Planning in Kennewick, WA


Preserve your legacy for your children or charity.

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Many individuals work their entire lives to build a legacy for their children or a charity they are passionate about. However, many fail to obtain and execute the important legal documents necessary to ensure their legacy is preserved.

HOW DO YOU WANT TO BE REMEMBERED?

At Pacific Crest Planning, we work with estate and tax planning attorneys in the community who can help you implement your goals and vision for the legacy you want to leave. We can assist in translating the confusing legal details often associated with estate planning into plain language so you can understand and implement the estate and legacy plan that you want.

Estate planning is not just about formal legal documents or finances. Your estate plan is also about the type of legacy you want to leave behind, how you want to be remembered, and what life lessons you want to pass on to the next generation. Pacific Crest Planning has a Family Love Letter program that can help you not only organize your finances, but your thoughts, feelings, and life experiences so that you can leave your heirs with a tangible journal of thoughts, reflections, insights, experiences and guiding principles that helped shape your life. Oftentimes these are the gifts that your family, friends, and heirs will cherish more than a financial inheritance.

ENGINEER THE RETIREMENT
LIFESTYLE YOU WANT

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