Heritage Financial Planning

Create A Charitable Legacy 

Give back to your community even when you are gone. 

Leave A Legacy

Many who have been fortunate enough to accumulate a fair amount of wealth in their lives have a strong desire to give something back to their community. If you enjoy giving to charity, you may want to make arrangements to be able to continue to contribute after your passing. The right estate plan can allow you not only to make sure your loved ones are cared for but equip them to continue your good works after you are gone.

Why Choose Heritage

Without charitable legacy help from an experienced wealth management firm, much of your money might go to the government in the form of taxes rather than to the causes that are important to you. Allowing an experienced financial management services company to help you plan your estate can assist you in enabling your family to continue making donations to the charities you want to support in your name.

When it comes to setting up a charitable legacy, you want a financial planner you can trust. In Dallas and nearby areas, that financial planner is Heritage Financial Planning. We are actual fiduciaries that work on a fee-only basis. This means there is nothing to distract us from assisting you in determining exactly what you need in an estate plan with a charitable legacy feature.

Being fiduciaries, we have a legal obligation to put your best interests first. Being fee-only means that no matter how much you end up putting in your charitable legacy fund, you won’t lose a big chunk of it to commissions.

We understand you don’t want your estate wealth going to the government or a being eaten up by large commissions. You want it going to the charitable organizations that matter to you. Heritage Financial Planning will guide you in meeting your goals.

We are completely independent with no obligation to sell any particular financial product. You’ll know that the plan we come up with to fund your charitable legacy is solely based on what we think works best for you, not on which products we need to sell.

It’s important to be prepared for any eventuality, which means if your estate plan does not have a charitable legacy feature in it right now or if you haven’t yet established an estate plan, there is no time to waste. For residents of Atlanta, Dallas or related areas like Plano, Fort Worth, Southlake, Grapevine and Frisco, we can start right now. Contact Heritage Financial Planning online today for a free consultation about how we can create a charitable legacy plan that is right for you.


10440 N Central Expressway
Suite 1540
Dallas, TX 75231