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Legacy Planning & Preservation

Proper legacy planning and preservation is a cornerstone of any successful retirement plan by helping to ensure your wishes are respected and your loved ones are cared for. Legacy Planning is a multifaceted process that can be used for a variety of purposes; from helping to preserve your assets for future use to transferring your wealth.

IRA and legacy planning is a comprehensive assessment of your values and financial goals to help ensure your wealth is preserved, appropriately transferred, and realized by future generations. Your plan reflects a lifetime of effort and provides the knowledge that your wealth will be passed on to your children and grandchildren. Our personalized legacy plan can help provide your loved one’s clarity in knowing your heritage can be preserved for generations.

The availability and popularity of retirement plans have caused many to hold a majority of wealth in the form of retirement accounts or life insurance. For many, retirement accounts are their largest assets outside of their homes. Despite a more financially educated public, many people do not understand how retirement assets are passed upon death.

There are 10 common IRA and Legacy mistakes – the solutions start here! Contact us today to receive an overview of common mistakes, and an overview of the solutions that can help make a significant difference to your family and loved ones.