Legacy Planning

A Tree is a perfect example of a legacy spanning generations. Their life spanning centuries allows future generations to enjoy the shade of the same tree their ancestor favored.  Our role at Post Oak Financial, LLC is to assist our clients in identifying the legacy they desire to protect, preserve and possibly be remembered for by their next generation of family, friends and community.


How do you foresee your legacy?

  • Family
    • Spouse
    • Children
    • Grandchildren
  • Business
    • Public
    • Private
  • Philanthropic
    • Education
    • Science/Research
    • Religion
    • Community
  • Something Unique


What Assets are you most interested in preserving for others?

  • Home
  • Family Owned Business
  • Core Investment Holdings or Portfolio
  • Land/Ranch/Farm
  • Pension/IRA
  • Executive Benefits


Who should receive it? How should they use it?

The answers to these questions and others are typically illuminated during our interview and strategy development process. For years we have provided counseling to our clients in their options to maximize the efficiency of the transfer of wealth from the present generation to the next or beyond. We recognize everyone is unique in their situation and we strive to suggest solutions that are easily understood yet sophisticated in execution when implemented by the client attorney and tax advisor.


This material is not intended to replace the advice of a qualified attorney, tax advisor, financial advisor or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional advisor.