Legacy Planning

How To Choose A Good Financial Advisor 

Learn about the various FAs out there and the services they offer. The best financial advisors take the time to learn about their clients’ unique situations and priorities before making recommendations about investments or different approaches. The term “financial advisor” (FA) can have different connotations depending on who you ask. A financial advisor can be …

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Legacy Planning for Business Owners: Succession Planning And More

As a business owner, you’ve poured your heart, soul, and countless hours into building a successful company. But have you considered what will happen to your business when you’re no longer at the helm?  Legacy planning is a crucial part of ensuring your company’s continuity and success in the future. It includes succession planning and …

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Donating To Charity As Part of Your Legacy: Benefits And Considerations

Are you looking for a way to leave a lasting impact on causes and organizations that matter to you? Donating to charity as part of your legacy plan could be the perfect solution.  By including charitable giving in your estate plan, you can continue supporting the causes you care about even after you’re gone. In …

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