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Legacy Planning

Your Wealth Has Meaning

Legacy planning encompasses more than the transfer of assets. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized.

It is about how you want to be remembered by your heirs, your colleagues, and your community. It concerns the positive effect your wealth can have on future generations and the world. Multiple generations should work on a legacy plan and involving your family strengthens the commitment.

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