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Legacy Planning

Legacy Planning 

It’s not always easy to think about and plan for what happens to your assets after you are gone. There are so many options available that seem complex; it can be easy to become overwhelmed. 


As you start considering what you want to have happen to your assets, or perhaps what you don’t want to have happen to them, we are here to help. We will walk you through the things you should both be watching out for and connect you with practical solutions that match your goals.


Some of the topics we can discuss with you in this regard include;


  • Creating a comprehensive plan to pass along your assets as you wish
  • Leaving a legacy that is aligned with your values
  • Charitable strategies
  • Looking after family members with special needs
  • Reducing estate erosion due to tax & administrative costs
  • Alternative asset transfer techniques


We believe an ounce of prevention is worth a pound of cure.  Meet with us to help you develop a plan of action for your later years.