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Legacy Planning

The ultimate goal of legacy planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible. We help walk you through different scenarios and develop a plan alongside your attorney to update existing legal documents or create new ones to ensure your assets are distributed the way you want.

Should you pass away, we are there to help make this transition as simple as possible for your loved ones. From coordinating with your attorney to preparing final statements and transferring assets, we’ll take care of as much as we can to reduce the emotional impact on your family in this sensitive time.

IRA and Roth Legacy Planning

If handled properly, an IRA can create a legacy for your heirs. We can work with you to help you plan for this result and guide your heirs through the process when the time comes.

Aul Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.