Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Second marriages are a trigger event to revisit any existing estate strategies.
Keys to preparing to grow wealthy together.