You wouldn’t build a house without an architect, a builder, and an inspector. Legacy planning works the same way. While your intentions drive the plan, you need the right team to bring it to life—and ensure it holds up over time.
Financial Advisor (That’s us)
Think of us as your strategic partner. We help clarify your goals, assess your assets, model outcomes, and coordinate with the rest of your team. Legacy planning isn’t one-size-fits-all, and our role is to keep your plan aligned with both your values and your finances.
Estate Attorney
This professional drafts the legal documents—your will, trust, power of attorney, and health directives. They’ll help make your intentions legally binding and ensure your plan stands up to scrutiny.
Tax Advisor or CPA
Even a well-structured legacy can fall victim to unnecessary taxes. Your tax advisor helps identify tax-saving opportunities today and ensures your estate isn’t exposed to more taxes than necessary tomorrow.
Insurance Professional (Also Us)
Life insurance can be a powerful legacy tool—but only if it’s structured correctly. An insurance professional helps evaluate needs, review existing policies, and recommend solutions to transfer wealth or protect against long-term care costs.
One of the most common mistakes we see? These professionals working in silos. That’s when things get missed—or worse, conflict with each other. At Tandem, we believe collaboration is key. Our role is to bring your team together so everyone is working from the same blueprint.
We’ve been called in too many times to help clean up legacy plans that were “good on paper” but out of sync in practice—leading to costly delays, court battles, and unnecessary taxes. That’s not a legacy. That’s a cautionary tale.
If you already have some of these professionals in place, great. If not, we can help introduce you to trusted experts we collaborate with regularly. Your legacy deserves more than a checklist—it deserves a coordinated plan.
Ready to build your team? Let’s talk.