Estate Planning

Defining Your Legacy

For many, a key component of wealth is the ability to leave a financial legacy for loved ones or causes close to your heart. On top of day-to-day planning, estate planning can seem daunting, but RKL Wealth Management can help pave the way for generosity down the road.

RKL Wealth Management team members live and work in the same communities as you, and we understand the importance of paying it forward and leaving a legacy of support. That’s why we are proud to deliver trusted counsel and integrated service to help you consider the big picture of estate planning and wealth transfer strategies.

Building upon the comprehensive plan you developed collaboratively, your RKL Wealth Management advisor will walk you through the various options available to make a financial impact in the next generation, whether it is saving for higher education, opening a trust or supporting philanthropic goals.

  • Long-term approach aimed at sustaining wealth across multiple generations
  • One point of contact for all estate planning and wealth management needs
  • Collaboration with RKL tax advisors to maximize tax efficiencies in gifting and wealth transfer decisions
  • In-depth understanding of the legacy you wish to leave and how you wish to transfer wealth
  • Customized, supportive service from an experienced and knowledgeable team
Let us help you leave the type of legacy that’s important to you.Contact us today to get started