Services / Estate & Legacy Analysis
A will is the start. The accounts have to agree with it.
Many estate problems aren't drafting problems. They're beneficiary forms, titling and business interests that quietly stopped matching the documents.
BENEFICIARY DESIGNATIONS
These override the will.
Retirement accounts, insurance and transfer-on-death registrations pass outside your will entirely. On accounts we manage we review and update these directly. On outside accounts we tell you exactly what to check.
SALE PROCEEDS
What happens after the check clears.
When a business, farm or property sells, the planning question is what the after-tax proceeds have to do for you. We model that against your retirement timeline. Deferral and deal structure stay with your CPA and attorney.
TRUST FUNDING
A trust only controls what's in it.
For the investment accounts we manage, we handle the registration so they're titled the way your attorney intended. For property, business interests and everything else, we flag what looks unfunded so your attorney can address it.
CHARITABLE Giving
Give the same amount, differently.
Qualified charitable distributions, gifting appreciated shares and donor-advised funds each change the tax treatment of money you were already giving. We implement these in the accounts we manage and coordinate the rest with your CPA.
Step one
Gather the documents
Wills, trusts, beneficiary forms, deeds and entity documents, collected in one place.
Step two
Map what happens
A plain-language summary of where each asset would actually go if something happened today.
Step three
Close the gaps
Forms we can update directly, and a short, specific list to take to your estate attorney.
Longevity Wealth Advisory LLC does not practice law and does not provide legal advice, tax advice, or the drafting, execution or interpretation of estate planning documents, and nothing on this page should be construed as such. Estate and legacy analysis is an educational, analytical and coordinating service intended to work alongside your own attorney and tax professional. Account registration and beneficiary updates are performed only on accounts held under our management and at your direction. Any illustrations or projections are hypothetical, are based on assumptions that will change, and are not a prediction of actual results. Estate and tax laws are complex, vary by state and are subject to change, and the effect of any strategy depends on your individual circumstances. We strongly encourage you to consult directly with qualified legal and tax professionals regarding your specific situation before implementing any estate or tax strategy.