Leave a Legacy
Want to Retire

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Leave
a Legacy
Want 
to Retire
Build 
Security
Build 
Wealth

Tom is thrilled that he will soon have a great grandchild which has started him thinking about the legacy he wants to leave.

Tom has already left something for his grandchildren in his will but is now thinking about setting up a trust that is specifically for his future great grand children’s education.  He has a good idea what he wants his legacy to look like but doesn’t know the first steps in setting this up?

Do you want to leave a legacy?

We know how important it is that your final wishes are well documented giving confidence that your final wishes will be respected, and the legacy you leave will live on.

How we work with people who want to leave a legacy.

Like Tom, there comes a time in your life where planning for a world that continues past your lifetime is the legacy you can leave. For some this might mean leaving a gift for your children or grandchildren; for others it is giving to the community or a philanthropic cause that is dear to you.

Documenting your legacy in your will, and as a part your estate planning is critical. This is particularly the case where there may be a risk of problematic beneficiaries. The team at Lambert Group will work with you to clearly define and document your legacy and its recipients. In conjunction with our estate planning legal professional partners we also identify the best way to structure everything to ensure the best possible outcome for everyone involved.

 

This is Lambert Group’s four-step process to leave your legacy

  1. Describe your Legacy: we guide you by asking the right questions so that the legacy and its recipients represent the future your want to leave
  2. Build your Legacy: we will recommend the best way to build your legacy to form a part of your estate planning needs analysis so that all desired beneficiaries and situations are considered
  3. Secure your Legacy: we work with you to write the legacy into your new will and estate planning documents ensuring they are legally binding
  4. Review and Update: from time to time you and your family needs and beneficiaries position will change, When this occurs the will and estate require a review to ensure the legacy you leave remains relevant

We are here to help. Get in touch with us, we would welcome the chance to help you leave a legacy that can help may a positive impact on those that are important to you, beyond your lifetime.

RON LAMBERT
________

“The goal isn’t to live forever it is to create something that will.”

ROWAN KEAST
________

“Legacy is the ultimate person we become”.

“For me a legacy is a gift to my children and grandchildren where I can continue to influence them for many many years to come”

– Tanya W

SYDNEY
- 9/2-4 Merton Street, Sutherland NSW 2232
- PO Box 675, Sutherland NSW 1499

CANBERRA
- 2/39 Geils Court, Deakin ACT 2600
- PO Box 301, Deakin West ACT 2600

BRISBANE
- 15/205 Montague Road, West End QLD 4101
- PO Box 3876, South Brisbane BC QLD 4101

  


Lambert Group Future Planning Pty Ltd ABN 83 628 314 778 is a Corporate Authorised Representative of Lambert Group Management Pty Ltd ABN 52 643 209 670. Australian Financial Services Licence No. 525558. The Financial Services we offer are provided by Lambert Group Future Planning Pty Ltd Authorised Representative No. 001267694.


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