Legacy Planning is Step Five
Some will want to focus on creating security and stability for their posterity. Others may view this aspect of their planning as having an impact on the community in some way.
Estate Planning
Estate planning will make sure that you take advantage of any tax benefits currently written into law and leave the maximum amount of your resources after you leave to the people, causes and ideas that matter most to you.
Will and Trust
Your will and trust are gifts that you give to your loved ones.
Guiding Principles
Family Rules
Family Mission
Family Values
Family Crest
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