Our services
Legacy & Succession Planning
Through collaboration with clients' legal and tax professionals, we assist in developing strategic wealth transfer and succession plans. Whether it's protecting family assets, establishing trusts, or ensuring business continuity, Acclivus provides guidance that promotes both stability and legacy.
Our approach
How we help
01
Start with what you want to happen
Legacy planning begins with intentions — who, what, when and with what guardrails — then builds the structure to match. We facilitate that conversation before any paperwork.
02
Coordinate with your attorney and CPA
We do not provide legal or tax advice. We work alongside your legal and tax professionals so insurance and beneficiary structures execute the plan they draft.
03
Use life insurance with precision
Life insurance can equalize inheritances, cover estate settlement costs, or fund a buy-sell agreement for a family business. Placed correctly, it turns intentions into guarantees.
Common questions
Have more questions?
Do I need a trust, or is a will enough?
That is a legal decision for you and your attorney. What we do is make sure your insurance, annuity and retirement account beneficiary designations actually match the plan your attorney drafts — a mismatch there overrides the documents.
How does life insurance fit into legacy planning?
It delivers a defined, generally income-tax-free amount to your beneficiaries at exactly the moment it's needed — liquidity for taxes, equal inheritances, or continuity for a business.
Quick check
Tell us where you stand
Three quick questions about legacy & succession planning — your answers go straight to a licensed advisor, who replies with guidance specific to your situation. No generic packet.
Free · 2 minutes · no sign-up to see your score
How ready is your retirement plan, really?
Eight questions reveal which gap to close first — income, health coverage, care costs or legacy. Most people find at least one they hadn't thought about.
Related
You may also be thinking about
Take the first step toward financial clarity
Schedule a complimentary consultation and get a personalized strategy tailored to your goals, your timeline, and your future. No cost. No obligation.