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Legacy Planning

A key step in wise, financial stewardship is pre-planning for the distribution of assets upon one’s death.

Part of legacy planning is to first have the financial independence to sustain your current lifestyle and allow the freedom to pass along some of your wealth as part of your legacy. It is our desire to help you to free up resources so that you can be more generous while continuing to pursue your other financial goals.

The complexities of wealth transfer can be overwhelming when you consider gift tax, estate tax, the impact on loved ones, probate, charitable giving, and more. We offer the availability to meet with our clients and their legal counsel to help ensure the proper documents are prepared and are consistent with their goals and objectives.