Create a Legacy

Create measures to help you rest easy knowing the vision that you turned into reality will be sustained and protected.

When it comes to Creating a Legacy, PNC recommends the following guiding principles:

  • Determine your vision for what you are trying to create.
  • Develop a strategy to safeguard that vision. Your strategy should include plans to protect and prolong your family's assets or those of your business, help you minimize unnecessary taxes, meet any charitable goals you may have and help to ensure that your legacy will continue.
  • Consult with your legal and tax attorneys.

Resources

To help you Create a Legacy we have pulled together the following resources: 

Guide to Writing A Letter of Instructions to My Family

Aging parents often want to talk to their adult children about their preferences and planning, but these conversations can be difficult. This guide can help you bring together critical information to help guide conversation and decision-making.

Creating an Updated Estate Plan

Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared. Now might be a good time to meet with your professional advisors and develop a plan to help reach your goals. Learn what estate planning documents you may want to consider including in your plan and why.

Educational Resources

Insights to help you Create a Legacy

Transferring Family Wealth

Passing Down Your Family Vacation Home to Future Generations

Read about key considerations to discuss with advisors to help ensure your family vacation home remains a special, positive place for future generations.

9 min read

Business Continuity & Succession Planning

Lowering the Hurdles to a Successful Family Business Transfer

Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.

8 min read

Solutions & Services

At PNC we have designed the following solutions to help you achieve your goal of Creating a Legacy.

Understanding the Basics of Revocable & Irrevocable Trusts

Trusts are used to help provide financial support for family members, protect family assets from a myriad of risks, and help mitigate taxes. Learn the fundamentals of how trusts work.

Legacy Preservation

Along with preserving wealth, families can now preserve and bequeath their legacy — the stories and values that explain their success. Explore this unique storytelling approach.

The PNC Financial Wellness Experience

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