Your legacy transcends money — it also encompasses your values. A plan is an important part of your ongoing financial goals. Designing a legacy that is consistent with your vision and values is a personal and complex process. To start the process, we suggest setting up a family estate planning meeting to help improve smooth communication, prevent conflicts, and let your family know what’s important to you.
Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. An estate plan is an important part of any ongoing financial planning process. It’s never too early to begin thinking about your legacy or to design your estate plan. Talk to us to learn more.