"From time to time, we are asked many questions about how professionals should approach their legacy planning. We thought it would be helpful to post common questions and provide answers or links to helpful resources."

If you have a question you would like us to answer,  contact me directly and I will make sure you get the right answer. 

So what is Budovitch Legacy Planning? What do you do and who are your customers?


We are a financial advisory firm dedicated to helping successful independent professionals, entrepreneurs, and business owners minimize the taxes they pay on investments, better manage their risks, create wealth, and solve unique taxation challenges. Our clients are exceptional individuals in positions of power who, through their hard work, have built significant wealth. We focus on helping them maintain and grow that wealth, using strategies that, among other things, save millions in taxes.