• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Levine, Furman & Rubin, LLC

East Brunswick Estate Planning Attorneys

Attend a Free Seminar 732-238-6000
  • Home
  • Our Firm
    • Advantages of Working With Our Firm
    • Attorneys and Staff Profiles
    • Communities We Serve
      • Mercer County
      • Monmouth County
        • Freehold Township, New Jersey
      • Middlesex County
        • East Brunswick
        • Edison
        • Monroe Township
        • Old Bridge Township
      • Ocean County
        • Jackson Township
        • Lakewood
    • Founding Attorneys
    • Multimedia
    • News & Events
    • Our Services
    • Speaker Connection
  • how we can help
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Wealth Planning
    • LGBTQ Estate Planning
    • Loss of a Loved One
    • Special Needs Planning
    • SECURE Act
    • Trust Administration & Probate
  • elder law
    • Caregiver Guidance
    • Coping With Alzheimer’s
    • Medicaid Planning
    • Veteran’s Benefits
  • Seminars
  • RESOURCES
    • DocuBank
    • Educational-Alerts
    • Elder Law Reports
    • Estate Planning Articles
      • The Importance of Retirement Planning
      • Reasons to Create a Living Trust
      • What to Include in Your Will
    • Estate Administration Consult Form
    • Newsletters
    • Pre-Consultation Form
    • Reports
    • Special Needs Resources
    • Trust Administration And Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
    • Our Reviews
    • Review Us
  • Blog
  • Contact Us
Home » Estate Planning » Legacy Wealth Planning

Legacy Wealth Planning

When you stop to think about what you truly want to pass down to children and grandchildren it is probably not just tangible assets. Instead, it is the intangible things that matter to you, such as your family history, your ideals and beliefs, and/or your faith. These are the things that are often overlooked in traditional estate planning. Legacy wealth planning, however, takes your estate plan to the next level by incorporating these intangible “assets” into your estate plan.

At Levine, Furman & Rubin, LLC we understand what your legacy means to you and we are dedicated to helping you pass it down to the next generation.

Contact us today by calling (732) 238-6000 or by filling out our online contact form so we can get started with your Legacy Wealth Planning.

What Is Legacy Wealth Planning?

You have worked hard over the course of your lifetime and, as a result, you have accumulated a significant amount of assets, some of which you plan to pass down to your children and grandchildren. What you most hope to pass down to your children and grandchildren, however, is not your tangible assets but the ideals, philosophies, morals and faith that guided you throughout the course of your lifetime.

Legacy wealth planning helps you do just that by using creative ways to incorporate those ideals, philosophies, morals and faith into your traditional estate plan. The goal of legacy wealth planning is not just to pass down your legacy, but to encourage future generations to honor that legacy by adopting the belief system that helped make you who you are today.

How Does Legacy Wealth Planning Work?

Legacy wealth planning works by weaving the intangible assets that make you who you are into your traditional estate plan. Although every legacy wealth plan is unique, there are a number of common ways in which this is accomplished. For example, if philanthropy is part of your core belief system, it should be included in your estate plan as often as possible. Direct gifts to charities are a simple and easy way to show your philanthropic nature.

You might also create a charitable remainder or charitable lead trust within your estate plan which allows you to blend gifts to both a charitable and a non-charitable beneficiary. If you have a strong belief in the importance of education, you might create a trust, the terms of which only allow distributions to beneficiaries for education related expenses. Creative use of a wide range of estate planning tools and strategies can also allow you to weave your faith into your estate plan to be passed down to the next generation.

The New Jersey Legacy Wealth Planning attorneys at Levine, Furman & Rubin, LLC are committed to helping you preserve and pass down your ideals, philosophies, morals and faith to future generations. Contact the team today by calling 732-238-6000 or by filling out our online contact form.

Primary Sidebar

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

DOWNLOAD OUR FREE ESTATE PLANNING WORKSHEET

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.

FOLLOW US

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

WHERE WE ARE

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

MAP

Map

SATELLITE OFFICE

Jackson (Satellite Office)
19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055

OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

Map/Location

Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Jackson (Satellite Office)

19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055
Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.
Privacy Policy | Terms of Service | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys
© 2023 Levine, Furman & Rubin, LLC. All Rights Reserved.