Legacy Planning

What type of legacy would you like to leave? Legacy Planning is about so much more than just money. Simply stated, a legacy plan ensures that what you want to happen will happen at the time of your passing. However, because the subject of legacy is a complex and emotional topic, many families overlook planning before it is too late. Having a plan in place reduces the stress and red tape that goes along with losing a loved one. Together, we can create a legacy plan that minimizes the estate taxes that may be incurred, and maximizes the amount of money going to your family.