Secure Your Legacy
Your wealth should continue to support the people and causes you care about most.
From legacy planning and tax optimization strategies to charitable giving and special needs planning, CONA helps you design a legacy that reflects your values and provides for your loved ones. We integrate every detail — such as trust, will and beneficiary reviews — to help ensure your wishes are carried out with care and precision.
"How do I ensure my loved ones are protected and my wishes are carried out—without leaving behind confusion or conflict?"
FAQs
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We begin with a conversation—learning what matters most to you. Then we help you organize your assets, define your intentions, and establish your legacy plan through collaboration with other professionals to create something that reflects your values.
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Strategic planning tools like trusts, beneficiary planning, and tax optimization help you to protect wealth, reduce conflict and costs, and ensure your loved ones benefit according to your wishes.
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That depends on your financial goals and family dynamics. We evaluate your needs and help you determine if these tools could protect, simplify, or strengthen your legacy plan.
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We help facilitate these discussions with empathy and clarity. Legacy planning is more than numbers—it’s about values. We support you in creating transparency and reducing future uncertainty for your loved ones.