Legacy

Pass Along What You’ve Learned & Earned

Your financial strategy and all your hard work hopefully have paid off. Now, you want to set up a financial legacy that will continue to provide after you’re gone. Lack of estate preservation planning, long-term care coordination and inheritance questions can lead to disputes within any family, regardless of its economic status. Learn how to make financial decisions now that can help support your loved ones emotionally and financially.

Do you already have an estate plan including life insurance and long-term care provisions? Check in with your financial professional to see if you need to update beneficiary designations. Contact us to schedule an appointment.