Legacy Planning

Focused On Your Legacy

Take the stress off yourself and your loved ones by having a solid legacy plan.

Your life story is ever evolving, and your impact will be felt beyond your time. You pass on a collection of your experiences, your values, your wisdom, and your wealth. We know the importance of imparting your values and wisdom on future generations. The core of any family or business is the values and wisdom passed from one generation to the next. Taking the time to establish a well-thought-out legacy plan will help your family and business thrive for generations to come.

  • Over 75% of baby-boomer business owners have no exit plan or any idea how to handle what will be the biggest financial decision of their lives.1
  • 64% of owners say that retirement and succession planning are their most pressing concerns, yet despite this, over 80% of firms have no succession plan.2
  • Owners who have an effective plan have a 106% increase in profit over those who have no succession plan.3

  • 71.6% of Americans do not have an updated will.4
  • 63% of Americans have no will at all.5
  • 63% of individuals don’t know what happens to their digital assets after death.6

The Process

There are many varied risks that can affect your life’s plan, and many of them overlap into different sections of your plan. Some risks we can control, and others can come from nowhere.

We review each possible risk variable, its probability and severity to help determine which risks need to be dealt with. Through this systematic process, we can best assess and help negate the risks that can affect you the most.

How We Help You

A well-thought-out legacy plan goes far beyond the financial aspects of minimizing taxes and creating a succession plan. It involves determining the values and wisdom that you wish to impart on future generations. When done well, everyone can move forward together, creating a cohesive family and business. From designing a values statement to facilitating family meetings, we are here to listen intently to understand how you will define success. We help you design a strategy to allow your loved ones to flourish while imparting the legacy and values that you desire.

Services Offered

  • Family Meeting Facilitation
  • Estate Tax Minimization Planning
  • Values Statement Creation
  • Trust Services
  • Charitable & Philanthropic Planning

  • Business Succession Planning
  • Asset Protection Planning
  • Multigenerational Planning
  • Private Foundations
  • Family Partnerships

Getting Started

All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plans in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.

Contact Ganim Financial

1 Source: Boom or Bust…How the Baby Boomer Age Wave Affects You, Business Broker Blog, 29 Mar 2011

2 Source: Boom or Bust…How the Baby Boomer Age Wave Affects You, Business Broker Blog, 29 Mar 2011

3 Source: Your Business: Will It Have A Happy Ending?, Brader Green, 29 Mar 2011. Don’t Delay – Begin to Plan Now, Talent C, 4 Mar 2011. Financial Planning, 1 Oct 2010. Exit strategy

4 Source: The USLegalWills.com survey was conducted within the United States by Google Consumer Surveys, June 2016, among 2,012 adults aged 18 and older, and has a root square mean error of 1.4%.

5 Source: The USLegalWills.com survey was conducted within the United States by Google Consumer Surveys, June 2016, among 2,012 adults aged 18 and older, and has a root square mean error of 1.4%

6 Source: Rocket Lawyer survey, 2012

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