LEAVE A LEGACY OF VALUES NOT JUST VALUABLES

PASSING ON VALUES NOT JUST VALUABLES Often the first thing people think of in estate planning is “How do I handle my stuff?” The question then goes to who’s going to handle it, when and how? We find ourselves at the beginning of an unprecedented transfer of wealth from one generation to...

What is Estate Planning

What is Estate Planning?Let’s start with what it isn’t. Estate planning is not just for the wealthy. It is not just about avoiding probate and minimizing taxes. It is not just transferring wealth at your death. It is not about which documents to use. It is not a one-time event.It is about...
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