Your wealth is only part of what you leave behind. What matters more is the story it tells, the values it reflects, and the lives it continues to shape.
At Woolman Financial Group, we believe that true legacy planning is about more than distributing assets. It’s about ensuring the resources you’ve built become a blessing, not a burden, for generations to come. That means addressing both the technical and emotional aspects of your estate with clarity and compassion.
We help business owners, professionals, and stewards of wealth turn intention into impact, so your legacy carries forward everything that made your life meaningful.
Let’s help you create not just documents, but direction, so your family knows exactly what to do, and why it matters.
With the recent changes to federal tax law—eliminating the estate tax and providing long-awaited clarity to the income tax code—legacy planning has entered a new chapter.
While these updates reduce uncertainty, they don’t eliminate the need for careful planning. Taxes still exist, laws can evolve, and family dynamics remain as complex as ever. We've seen how wealth, intended to bring security and unity, can sometimes lead to confusion, division, or unintended consequences.
Without a clear, intentional legacy plan, even well-meaning families can face legal hurdles, strained relationships, or tax inefficiencies that diminish the impact of everything you’ve worked for.
At Woolman Financial Group, we help bring clarity to your legacy, so your wealth reflects not just your financial goals, but your values, your relationships, and your purpose.
Our clients come to us with real concerns:
Fear of family conflict over inheritance
Uncertainty about how to pass on values along with wealth.
Concern about preserving family-owned businesses or farms.
Lack of clarity around charitable giving.
These aren’t just financial issues. They are deeply personal. And they deserve more than a template.
That’s why our approach is built to honor your values, not just your assets.
Here’s how we help you shape a meaningful legacy:
Wealth Transfer Optimization
We structure your estate with strategies designed to reduce tax exposure and increase the effectiveness of wealth transfer, based on your unique situation. (Results vary. Tax and legal outcomes depend on individual circumstances and are not guaranteed.) We integrate trusts, gifting strategies, and entity structures that reflect your goals and protect what you’ve earned.
Family Communication and Governance
We facilitate crucial conversations between generations to ensure alignment, reduce conflict, and create shared purpose. We help establish family meetings, governance structures, and clarity around responsibilities.
Values-Based Legacy Design
We start by uncovering the principles you want to guide future decisions. These values form the cornerstone of your plan, and give your family more than instructions. They give them insight.
Charitable Impact Planning
Whether it’s giving through your church, a foundation, or a donor-advised fund, we help you structure your generosity to be tax-smart and aligned with your faith and mission.
Legacy planning isn’t just a service we offer. It’s a calling we live.
We take the time to understand your vision for impact and the values you want to preserve. We bring both technical precision and deep relational care to every plan we create.
And because legacy touches both numbers and names, we build strategies that preserve harmony, avoid conflict, and empower future generations to lead with wisdom.
Where others stop at estate documents, we go further. We help you build the family conversations, stewardship mindset, and intentional giving that make a legacy truly last.
When families work with us to create a legacy plan, they walk away with more than documents.
They walk away with relief, clarity, and a deeper connection to the impact they want to leave. They often tell us they feel more confident hosting family conversations, more excited about giving intentionally, and more grounded in their financial decisions.
They gain:
Confidence that their wishes are clearly documented and are more likely to be honored.
Clarity across generations.
Harmony between family members.
Greater tax efficiency and less red tape.
A sense of peace, purpose, and preparedness.
The result isn’t just transferred wealth. It’s a life well-lived, passed on with love.
If you’ve been postponing your estate planning or relying on outdated documents, now is the time to take action.
We’ll help you build a legacy plan that reflects your faith, protects your family, and empowers the generations that follow.
20 minutes to assess whether your legacy planning aligns with your values and goals.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
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