How do you envision your legacy? Proper Estate & Legacy Planning can help answer this critical question. It can also uncover the many components of a comprehensive Estate & Legacy Plan. While some components are financial and others are non-financial, all are important to address sooner than later.
We understand that Estate & Legacy Plans are often difficult to discuss with a family member and are tempting to postpone. However, if these matters are postponed until estate and legacy issues become critical, it may be too late to make important decisions. We want to help protect our clients wherever possible, and it starts with discussing these essential topics: