Once able to support yourself, supporting loved ones through wealth transfer is a way to leave a lasting legacy in their lives. Typically, clients look to us for guidance to help them think through things such as:
- Determining your goals on how to leave a legacy for your family
- Beneficiary Review and coordination
- Working with your attorney to take advantage of Estate Planning, Trust review, and Health Care planning techniques
- Long-Term Gifting strategies and Complex Trust coordination - through generations
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