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Create A Legacy

We get it. No one likes to think about their own demise. It’s human nature to think you always have tomorrow to worry about today. Many of us operate under the assumption that we have years, even decades to get our financial act together. More than likely you do, but it’s wise and prudent to plan for a scenario in case you don’t.

“What we do for ourselves dies with us. What we do for others and the world remains and is immortal.” ~ Albert Pine

Taking the time to establish a proper estate plan is the capstone to a solid financial plan. The reality is, if you don’t take the time to develop your estate, someone else will. There are so many pitfalls that people can easily avoid if they take the time to work with a professional.

When working with our clients who are motivated to leave a legacy, we typically discuss:

  1. When and how do you want your family or charities to receive your estate?
  2. Are there any specific people or organizations you would like to create a gifting plan for?
  3. Who are your loved ones or trusted partners who should be involved with this process?
  4. How can we create tax efficiencies and pass assets in the most effective manner?


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