If it is important to you to transfer your financial assets upon death, it is important part of your financial plan. Our thorough fact-finding process helps you examine not only your financial and non-financial goals but it also focuses on the values and legacy you wish to leave behind. When crafting your legacy plan, in coordination with Estate Planning attorneys, we can help minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on through those you love and your future generations.We all have a legacy, whether planned or unplanned. Active planning puts you in the drivers seat of that legacy.
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