Legacy Planning
Planning for the next generation begins now. No matter your age, what you decide now may have long lasting impact on you children, grandchildren, and others. What do you want to happen with your assets in the future? 529 Plans, updated beneficiaries, TOD titling, placing your POA on file, and having an alternate contacts ensure your plans are followed. We help you map this out.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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