Legacy planning

Legacy planning

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You've spent your lifetime building a lot of wealth, you know who's going to get that wealth when you pass away. Legacy planning is an important part of the overall estate planning that we do for clients. Some people don't care if they leave any money to anybody in particular. And there's certainly no right or wrong answer. Do they want to have charitable aspirations? all those different things that we kind of want to factor in for a clients situation.

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