LEGACY & ESTATE PLANNING

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer.

Estate planning is about more than just who gets what.

 

Update your beneficiary information on all retirement, investment, and insurance policies.

 

Wills and trusts can help protect your assets and wishes.  Advanced strategies may require legal expertise.

 

Charitable giving can provide tax benefits while help support causes you care for.

GOAL

Plan your legacy by getting your affairs in order.


CHECK POINTS

  • Beneficiary info

  • Wills and trusts

  • Estate planning strategies

  • Charitable giving

RESOURCES