- 7231 E. Princess Blvd. Suite 201 Scottsdale, AZ 85255
Legacy and estate planning involve more than preparing documents or transferring assets. They are part of a broader financial planning process that considers how financial decisions today may affect future generations, long-term goals, and evolving family priorities.
At Redstone Capital Management, legacy and estate planning considerations are evaluated within a structured financial planning framework designed to coordinate investments, retirement planning, and long-term financial decisions over time.
The goal is to help clients better understand how these elements fit together within a broader strategy.
Legacy planning often involves multiple interconnected financial considerations. Redstone Capital works in coordination with the individuals legal professionals such as an estate attorneys and CPAs. Redstone Capital Management does not provide legal advice.
This may include:
Rather than approaching these topics independently, a structured planning process helps evaluate how they interact over time.
This coordinated approach is part of Redstone Capital Management’s broader financial planning process.
As financial situations evolve, planning often extends beyond current income and investments.
Individuals and families may begin evaluating:
These considerations are typically reviewed alongside broader retirement and investment planning decisions.
For many individuals and families, legacy planning includes broader conversations around long-term financial coordination.
This may involve:
A structured approach helps bring clarity to these discussions over time. Learn More About Financial Planning for Families.
Estate planning documents and legal structures are important components of long-term planning, but they are generally most effective when coordinated with a broader financial strategy.
Redstone Capital Management incorporates estate-related considerations into the planning process while encouraging clients to work alongside qualified legal and tax professionals where appropriate.
This coordinated approach helps ensure that financial planning decisions are evaluated within a broader context.
Legacy and estate planning are not static. Over time, changes in the follwing factors may affect long-term planning considerations.:
As part of an ongoing advisory relationship, financial strategies may be periodically reviewed and adjusted to remain aligned with evolving priorities.
This approach may be relevant for individuals and families who:
For these individuals, legacy planning often becomes one component of a broader long-term financial strategy.
Redstone Capital Management is based in Scottsdale, Arizona and works with clients locally and across the United States.
The firm incorporates legacy and estate planning considerations into its broader financial planning process to help clients evaluate how financial decisions align over time.
Redstone Capital Management does not provide legal services or draft estate planning documents.
Instead, the firm works within a coordinated planning framework that may involve collaboration with clients’ attorneys, tax professionals, and other advisors where appropriate.
This helps ensure that planning decisions are considered within the context of a broader financial strategy.