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Legacy Planning

What type of legacy would you like to leave? Legacy planning is about so much more than just money. Simply stated, a legacy plan ensures that what you want to happen will happen at the time of your passing. However, because the subject of legacy is a complex and emotional topic, many families overlook planning before it is too late. If this topic is not discussed before a loved one dies, it could place your family in a difficult position of making decisions and deciding details when family members are the most emotionally fragile.

Having a plan in place reduces this stress and the red tape that goes along with losing a loved one. Without a good plan, the government may be in a position of dividing your assets between members of your family, and often they may not make the same decisions you would. Also, without a suitable plan, your family may be giving up a substantial portion of their inheritance to taxes, causing significant financial burden during a very emotionally devastating time.

How I Can Help You

Together, we can create a legacy plan that minimizes the estate taxes that may be incurred, and maximizes the amount of money going to your family. Proper legacy planning can also eliminate the problem of placing your family in the position of guessing what you would have wanted.