Why Choose Legacy Planning?
Intentional Transition
Guided Support
So why don’t more people do it?
Because it feels overwhelming. No one likes to imagine the unexpected. Family dynamics can be complicated. And there are decisions to be made that no one else can make for you. It’s no wonder most people set it aside for “someday.”
But waiting leaves your loved ones vulnerable to uncertainty, confusion, and stress at a time when they’ll need clarity most. Consider this an act of love.
EVERYDAY QUESTIONS,
EVERYDAY FAMILIES
Legacy planning isn’t just for billionaires with private foundations.
- It’s for parents who want to make sure their kids would be cared for if something happened to them.
- It’s for adult children caring for aging parents, wondering how to honor their wishes while juggling their own responsibilities.
- It’s for blended families, where decisions around inheritance need to be thoughtful and fair.
- It’s for anyone who wants their values, their story, and their lessons to live on alongside their financial assets.
In short: it’s for people like you.
THE REAL GIFT IS
PEACE OF MIND
When you take the time to plan, you’re giving your family something more valuable than money. You’re giving them the comfort of knowing what you wanted. You’re giving them relief from having to guess, debate, or make tough decisions without guidance.
And you’re giving yourself peace of mind—knowing that what you care about most will be cared for, too.
why going it alone doesn’t work
An attorney can draft documents, but they can’t tell you what those documents should say. Your financial advisor can manage investments, but they won’t decide who should inherit your estate. That leaves many people stuck.
Without a thought partner, it’s hard to move forward. That’s where Beck Bode comes in—not to make decisions for you, but to walk alongside you. To ask the questions that bring clarity, to create space for conversations that matter, and to help you put it all into a plan that reflects who you are.
OUR LEGACY PLANNING PROCESS
We've developed a process designed to make legacy planning clear and approachable. At its heart is the Legacy Planning Statement—a roadmap that captures your values, your vision, and the impact you want to leave. We help you involve your beneficiaries at the right time, giving them peace of mind about your financial security and the gift of time to thoughtfully prepare for the future.
Once your plan is in place, we ensure it's supported with the right documents—wills, healthcare proxies, and other essentials—so your wishes are protected. By including the next generation early, you equip them to create their own plans with confidence.
Taking the First Step
Legacy planning isn’t something to save for later. The best time to start is while you’re in the thick of life, making choices that will shape your family’s future.
We believe the first step should be simple: a conversation. One that’s easier and more meaningful than most people expect. Because your legacy isn’t just about what you leave behind. It’s about how you live, and how you prepare the people you love to carry that forward.
The Beck Bode Legacy Planning Process
Wouldn't you rather share your dreams now, instead of having someone guess at them later?
We engage in a deep discovery conversation to completely understand your goals, dreams, and plans for you and your family—while you're here and when you're gone.
From our discovery conversation, we create your personal Legacy Planning Statement to show you how we'll plan for the future while you're here.
When we are in agreement about the legacy plan, we walk through the process, documents, and family conversations.
Once we have a plan - and only then - do we propose how we may implement a portfolio to fuel your plan forward.
Ready TO Begin?
The most important plans are the ones made before you think you need them.
Schedule a discovery call with our team today and take the first step toward leaving the legacy you desire.
CONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
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Investment advice offered through Beck Bode, LLC, a registered investment advisor.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.