Legacy and Estate Planning

Secure Your Legacy 


Rely on Gasaway Investment Advisors to guide you through the essential estate planning process.

Although contemplating one's own passing is never easy, planning for this inevitable event is essential. Estate planning is critical in ensuring that your wishes are fulfilled, and your loved ones are taken care of. Gasaway Investment Advisors is here to guide you through every step of the process. With clear communication, access to our network of professionals, and the support of our dedicated team, we are committed to helping you navigate estate planning with confidence.

Key benefits on securing your legacy plan:

  • Clear Understanding of Your Plans

    Including helping beneficiaries with clear understanding of your financial strategy, your goals, and how your assets will be distributed. This can prevent confusion or disagreements later.

  • Open Communication

    It encourages open communication between you, your advisor, and your beneficiaries. This can help address any concerns or questions they might have about the future and your financial intentions.

  • Smooth Transition

    Having beneficiaries involved in the planning process prepares them for a smoother transition when the time comes. They will be more familiar with your plans and the steps they need to take, reducing the burden of navigating financial matters during a difficult time.

  • Reduce Family Tensions

    When beneficiaries are included in the financial planning process, it can help avoid potential conflicts and misunderstandings regarding inheritances or financial decisions after you’re no longer around.

  • Empower Beneficiaries

    It gives beneficiaries the opportunity to ask questions and gain insights into how your financial decisions may affect their future. This empowers them to better manage their own financial affairs.

  • Aligning Expectations

    Meeting with your advisor together allows everyone involved to align expectations, ensuring that the goals and objectives are understood by all parties and that everyone is on the same page.

What can we help you with?


At Gasaway Investment Advisors, one of the key advantages of partnering with us for your financial planning goals is our exceptional team of dedicated professionals. With a wealth of accreditations and an ongoing commitment to continuing education, we are here to provide guidance every step of the way.


Our estate planning services include helping you:

  • Create a plan
  • Name the people or organizations you want to receive your belongings after your passing
  • Designate trusted contacts for cognitive decline and fraud protection
  • Implement steps today to make the future execution of your plan easier


Our knowledge extends beyond our in-house team. Over the years, we’ve cultivated strong relationships with trusted professionals within the community, including skilled attorneys and CPAs, to provide a comprehensive approach to meeting your needs. When you work with Gasaway, you have access to this valuable network of resources.


Get in touch with us today to discuss your needs with one of our estate planners.


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