Legacy Planning

It is a noble endeavor to leave behind a legacy that includes the continued execution of your desires, principles and life goals.  How will you continue to provide for the passions of a lifetime?  Consider these important questions…

Do you have a written "legacy plan” that you have reviewed with your family and/or charities?

Have you inventoried specific assets you wish to have liquidated within six months of death to pay all settlement expenses?

Have you communicated the procedure you would like your heirs to honor to facilitate the distribution of all material possessions or specific investment positions?

Are all assets protected from creditors, including but not limited to banks, children's ex-spouses, the financial mistakes of future generations?

Almost all settlement expenses may be eliminated by developing lifetime documentations.  Do you have a practical understanding of all options?