LEGATO WEALTH MANAGEMENT
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Protect & Prepare
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Part 1: The Estate Freeze
Part 2: Investing For The Estate Freeze
Unlocking Intergenerational Succession
Freeze, Fund, & Feature
Tax Apportionment in Estate Planning
Beneficiary Designations and Resulting Trusts Revisited
Part 1: Legacy Gifting Private Company Shares
Part 2: Legacy Gifting Private Company Shares
Reduce Estate Shrinkage
Take Time For Your Legacy
Take Five
Look Across
Lest We Forget
Retirement Income
Our Process
Review
Protecting, Preserving, and Distributing Wealth
Seek suitable professional advice.
Develop an insurance strategy to protect your loved ones.
Maintain a will and powers of attorney for financial and health decisions.
Mitigate risks through t
houghtful, action-driven planning.
Carefully review the tax costs and implications.
Consider each beneficiary and the community.
Pass on treasured assets like a vacation property or family business with clarity.
Create an overall wealth creation and distribution plan.
Legato has developed a strategic relationship with these professionals and associations:
Strategic Relationships
Home
About
Mission & Principles
Our People
Strategic Relationships
Community
Learning & Connecting
Contact
Meeting Legato
>
Pre-Application Review
Application Process
Meeting Checklists
Parking
Premium Deposits
Solutions
Protect & Prepare
Philanthropy
Policy Search
Will Search
Articles
Part 1: The Estate Freeze
Part 2: Investing For The Estate Freeze
Unlocking Intergenerational Succession
Freeze, Fund, & Feature
Tax Apportionment in Estate Planning
Beneficiary Designations and Resulting Trusts Revisited
Part 1: Legacy Gifting Private Company Shares
Part 2: Legacy Gifting Private Company Shares
Reduce Estate Shrinkage
Take Time For Your Legacy
Take Five
Look Across
Lest We Forget
Retirement Income
Our Process
Review