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Here to Help You With

Legacy Planning

Legacy Planning

An exciting journey is ahead…

As you begin thinking about legacy planning, It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes.. Heritage Wealth Management can help you plan ahead and work to create wealth for your future.

By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

  • Maximize your estate and income tax planning opportunities

  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate free

  • Protect your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Legacy planning is an important step on your financial journey, and we can assist you with every aspect of it. Schedule a free consultation today to learn more about what Heritage Wealth Management can do to help you achieve peace of mind on your retirement journey.

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Have A Question? We Are Here To Help!


Office: (801) 727-8780


11075 South State Street

Suite 9A

Sandy, UT 84070

Investment advisory services offered through Foundations Investment Advisors, LLC,

an SEC registered investment adviser.

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