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Estate & Legacy Planning

Estate & Legacy Planning

A strong Estate & Legacy Plan can protect you when you’re no longer able to handle your affairs or make decisions about medical care. Having a secure estate plan now can provide you with peace of mind that you and your effects will be handled exactly how you want them managed when you’ve passed. We work with you, a tax professional, and a lawyer to help make sure your legacy is being passed along in the most beneficial will or trust specific to your circumstances.

  • How can I create a plan for my health care if I am no longer able to make those decisions for myself in the future?
  • Where do I begin with choosing a beneficiary & outlining where and who I want my financial assets to go to?
  • How do I protect my business after my passing & where should I keep my important documents?

Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.