Estate & Legacy Planning


Few activities are more important, yet more intimidating, than planning for your own long-term security and the continued well-being of your loved ones. At Foley/Connelly, our Estate & Legacy Planning Services can help ensure that your business and belongings are passed on to your heirs in good financial health, while helping to minimize public scrutiny, creditor claims, and federal & state tax burdens. We offer a structured Estate Planning process that includes:

  • Estate Preservation Strategies that focus on goal-setting to determine your personal and business wishes.
  • Tax Reduction Strategies that can optimize preservation of assets and help minimize tax liability1.
  • Gifting Programs that help you give to the organizations, institutions and causes that mean the most to you.
  • Charitable Giving Programs that allow you to leave a legacy that can impact others.
  • Life Insurance Audit Services that will continually monitor and review your plan to make sure it's being properly implemented, and --most importantly-- that it fits your current situation!

We can also use estate planning to provide you with living benefits, among these are using trusts to protect your assets and disability benefits to help ensure your continued income in times of sickness or injury. We recommend approaches that offer privacy and asset growth at the same time.

You have worked hard to build your estate. We help ensure that your hard work will benefit your estate, not a group of strangers or agencies.

Our advisors have experience and training in assisting the development, implementation, and management of your Estate and Legacy plans.

 

Kestra Investment Services, LLC. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

1To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.




 
 
 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 


This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.