Leave a Legacy

Pass down what really matters.

A legacy is what you leave behind after a life well-lived. We hope yours includes a wealth of special memories, hearty laughter and unforgettable moments. Those things are truly invaluable.

Proper estate preservation planning (including life insurance and long-term care provisions) can help make the most of your legacy planning. We’d be happy to connect you with a financial professional who can help you take a holistic and thoughtful look at your financial legacy. In the meantime, check out this collection of our most popular articles on the subject.

 

  • Calculate estate tax

    Family is the most important part of your legacy.

  • Charitable gifts 101

    Your life can affect the lives of countless others.

  • Estate gifting strategies

    Smart planning means avoiding unnecessary taxes and fees.

  • Marital deduction & unified credit strategies

    Your partner may be the key to preserving your financial legacy.

  • Estate preservation with life insurance

    Your life insurance policy is never about you.

Woman leaning on man writing in notebook at home

  • The Pension Protection Act and Annuity Care 

    Along the way, don’t forget to consider another aspect of your legacy — your finances, and how they can have an impact even after you’re gone.

Let us help you find a financial professsional to help guide you through your legacy planning.

Find a Financial Professional

OneAmerica Financial℠ is the marketing name for the companies of OneAmerica Financial. Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.