As a client of Porter Kickham, your retirement will likely turn into something more. Most clients who execute a plan according to our specifications will have an 85 – 100% chance of leaving money in their estate. While most clients worry about retirement security at first, it often becomes apparent by the age of 75 or 80 that there will be a greater purpose for their retirement nest eggs. (For more information on 90% success rates, click here )

Meaningful Estate Plans Impact the Future

In life, nothing is guaranteed; neither is this performance. But odds like this make it incumbent upon you to have a meaningful plan making this valuable asset make an impact on your children and grandchildren, or an appropriate foundation. An appropriate bequest can make a difference in many lives and even for many generations.

Legacy Planning can help with

• Security for your spouse
• Medicaid planning to protect joint assets
• Future income needs and expectations
• Educational Trusts for grandchildren
• Trusts for children of any age, who need supervision
• Charitable Trusts

Estate Planning is More than a Phase

People just starting out on the road to financial freedom most often worry about whether or not they will have enough. As they progress on the journey of retirement, finding a new phase of their life and enjoying the fruits of a lifetime of labor, they begin to realize that their nest egg will have a utility beyond their own uses. As time passes, this reality settles in. Even without leaving a large endowment to a university or hospital, your plan for giving away your assets can have a powerful effect on family and future generations.

At Porter Kickham, we know that you have more to leave than an account balance. In order to help with creating a true legacy, we offer services which include document and photo preservation in scrapbooks and frames, as well as life diaries that will become a treasured part of future generations of your family.

LEGACY:

Tonight I walk by the mirror

in my father’s green shirt

that I am wearing for

the first time.

For a minute I think it is him in the mirror,

without the girth or the knob of the belly button

hanging strangely inside out,

but him all the same. In that moment

something has changed me

into a man content to sleep off weekends

under the rubber tree in the living room,

to watch football and play endless games of chess with myself.

I will live and die with a legacy of a handful of shirts

and a certain quantity of affection

given without condition or responsibility,

lavished equally on dog ears, nurses, neap tides,

bittersweet chocolate, paint flaking off bridges,

young women in laundromats folding their clothes.

Ambitious only for the small comfort

of late night long distance phone calls to an old lover,

I can stand up without my loose socks slipping to my ankles

and cross a cold creek barefoot without screaming.

All this is something to bless him for,

the man who once filled out

this old green shirt.