
Legacy Planning
We can help you develop a plan for addressing the various issues related to estate planning. While we cannot provide tax or legal advice, we can refer you to an attorney or will work with your present attorney and/or accountant to develop a:
- Will
- Trust
- Transfer of Assets plan
It isn’t always just about money – it’s about developing a legacy plan for life that eases the burden on loved ones by clearly communicating your final wishes.