Stage 7 of the Landmark Wealth Framework

Define What the Wealth Is For

Legacy planning connects accumulated wealth to family, purpose, giving and succession. The work is not finished when assets have grown; ownership, management, taxes and decision-making still have to transfer intentionally.

Take the Stage 7 Quick Check Request a Legacy Coordination Review
35+ Years
of Experience
Thousands of
Investors Served
Specialized in Real Estate
& High-Income Tax Strategy
Proven Strategies.
Real Results.

The Landmark Wealth FrameworkTM

Stage 1

Tax Ready Books

Current books. Organized documents. Nothing to reconstruct.

Stage 2

Year-Round
Tax Planning

A decision calendar, reviewed quarterly—not discovered in April.

Stage 3

Strategic
Tax Reduction

Cost segregation, REPS, short-term rentals and 1031 exchanges—matched to facts.

Stage 4

Cash-Flow
Optimization

Debt, reserves and capital put to productive work.

Stage 5

Wealth
Accumulation

Deliberate allocation across active and passive capital.

Stage 6

Asset
Protection

Insurance, entities and documents built before they are tested.

Legacy

What this stage addresses
Family goals, estate documents, beneficiaries, property-management succession, business continuity, charitable intent, liquidity for taxes and expenses, and coordination among heirs, fiduciaries and professional advisors.

Landmark’s role
Landmark helps model tax and financial consequences and coordinates with qualified estate attorneys, investment advisors, insurance professionals and other specialists. Legal documents and investment recommendations remain the responsibility of the appropriate licensed professional.

Is Your Wealth Transfer Plan Actually Coordinated?

Answer Yes or No. Your answers are educational and are not tax, legal or investment advice.

01

Do you have current estate documents and beneficiary designations that reflect your present wishes?

02

Does someone know how properties, businesses and financial records should be managed if you cannot manage them?

03

Have estate liquidity, tax exposure, debt and equalization among heirs been modeled?

04

Do your family, CPA, attorney and other advisors understand their roles in the plan?

YOUR RESULT
0 / 4 Yes

Request a Legacy Coordination Review

Your Result

4 Yes: This stage appears substantially in place.

2–3 Yes: There are gaps worth addressing.

0–1 Yes: Make this stage a priority before moving higher in the Framework.

Resource Cards

Legacy Readiness Checklist

A practical inventory of family, financial and professional-advisor decisions.

Download the Checklist

Estate Document and Beneficiary Inventory

A single place to record documents, fiduciaries, beneficiaries and review dates.

Get the Inventory

Annual Family Wealth Meeting Agenda

A structured agenda for communicating purpose, responsibilities and next decisions.

Download the Agenda
Landmark helps model tax and financial consequences and coordinates with qualified estate attorneys, investment advisors, insurance professionals and other specialists. Legal documents and investment recommendations remain the responsibility of the appropriate licensed professional.
Request a Legacy Coordination Review
Previous Stage 6 — Asset Protection