The document discusses legacy planning, which involves conversations about family values, long-term care needs, inheritance, philanthropy, and financial preparedness for retirement. It addresses concerns about maintaining one's lifestyle, becoming a burden, and protecting a legacy. The team uses strategic risk and estate planning to create holistic financial plans that can help clients gain confidence and prepare for life's challenges. Items to be discussed include wishes for children and grandchildren after passing, whether the estate plan will resolve or cause family conflicts, and how one wants to be remembered.
1. Who Will Benefit from your
Hard-Earned Assets? The IRS?
A Charity? Your Family?
The Legacy Discussion
Taking the time to plan for future generations...
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