Estate & Legacy Planning

Your legacy is more than what you leave behind—it’s how you prepare for the future, protect your family, and support the causes that matter most.

At Ftacek Financial Services, we work with affluent families, business owners, and philanthropists to design estate strategies that go beyond documents and asset lists. Our integrated approach considers family dynamics, tax implications, long-term stewardship, and charitable intent, so your wealth serves its greatest purpose across generations.

Our Process

Step 1

Discovery & Family
Legacy Review

We begin by learning about your family, your values, and the legacy you want to build. We also assess your existing estate structures, wills, trusts, and charitable strategies. Whether your goals include privacy, family harmony, tax minimization, or business continuity, we take time to understand what matters most to you.

Step 2

Strategy Design & Professional Collaboration

As your dedicated advisor, we quarterback the entire planning process — working in close coordination with your CPA, estate attorney, business attorney, and any specialized professionals involved. Our goal is to ensure seamless communication and alignment across your advisory team.

We design a tailored plan that may include:

  • Revocable & Irrevocable Trusts

  • Dynasty Trusts & Generation-Skipping Strategies

  • Charitable Remainder Trusts (CRTs), Donor-Advised Funds (DAFs), & Foundations

  • Family Gifting Strategies & Business Succession Integration

  • Estate Liquidity & Asset Protection Solutions

  • Philanthropy & Legacy Statement Development

Each plan is designed to be tax-efficient, legally sound, and in full alignment with your family and business goals.

Step 3

Implementation & Oversight

We don’t just create the plan—we help ensure it gets done right. From trust funding to gift execution and charitable vehicle setup, we assist in coordinating the details with your advisory team.

Once implemented, we review the plan annually to account for changes in tax law, family dynamics, and your financial situation—ensuring your legacy strategy continues to reflect your intent over time.

Step 4

Family Education & Governance

A successful estate plan isn’t just about asset transfer—it’s about preparing your heirs to manage wealth with confidence and purpose. We support you through:

  • Legacy Conversations & Family Meetings

  • Financial Education for Heirs

  • Next-Generation Philanthropy Engagement

  • Development of Family Governance Structures

  • Creation of Family Mission & Values Statements

Our goal is to give you peace of mind that your wealth—and the wisdom behind it—will carry forward for generations.

Let’s design your legacy with clarity and purpose—so your wealth reflects the life you’ve built and the impact you want to leave behind.

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