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What Does “Legacy” Mean to You?

Your legacy includes both tangible and intangible gifts. Tangible gifts are easy to identify – financial and non-financial assets. But don’t forget the intangible gifts –  your knowledge, values, and time spent with loved ones hold immeasurable value. They are cherished and shared while you’re still here.

Estate Planning Should Be More Than Assumptions

Assumptions can lead to misunderstandings, conflicts, and unintended consequences. By avoiding assumptions, you can ensure your estate plan accurately reflects your desires and provides the necessary guidance. Secure your assets, protect your loved ones, and ensure your wishes are carried out effectively after your passing with a well documented estate plan.