• mikemohr3

What is Legacy Planning?

There is value in the financial assets we have, but there is greater value in our family histories, morals, beliefs, and heirlooms. These treasured assets are important to consider when developing your legacy or estate plan.

Legacy planning, traditionally called estate planning, is the development of a plan for managing your assets and property after your death. Although legacy planning is more or less synonymous with estate planning it has been adapted as a more holistic approach to deciding how to bequeath your property and assets to your loved ones after death. The creation of a definitive plan for how your assets will be distributed and managed while you are alive ensures that you pass on your legacy after death. This goes beyond financial assets such as property, business interests, investments, and retirement accounts, it also includes decisions that pass down the family’s core values, community involvement, and responsible behaviors. Family heirlooms, stories, and life lessons should also be included in your legacy plan.

Depending on the number of assets you wish to pass down to your family, legacy planning can be very simple or extremely complex. Whether you are dealing with a large estate broken up among a large family or have a few assets to pass on to one family member, it is beneficial to meet with an advisor at Mohr Financial Group to ensure that nothing is looked over and that there are not any problems that arise after your death.

If you would like to learn more about legacy planning or would like to meet with one of our professionals, contact us today at Mohr Financial Group.

LPL Financial and Mohr Financial Group do not offer legal services. Please consult your legal advisor regarding your specific situation.

13 views0 comments

Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit or


We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Click on the links for a copy of the Firm ADV and Client Relationship Summary.


Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

  • Grey Facebook Icon
  • Grey LinkedIn Icon
  • Grey Twitter Icon