It is not what you gather, but what you scatter that tells the kind of life you have lived.

                                                            ~Helen Walton

 

 

The most important things in life are not things, but family treasures like core values, morals, wisdom and memories. Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, and distributing your estate how you choose after your death.

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Armed with clarity of your purpose, intentions, values and goals your personal legacy plan is constructed.  Constructing the plan is only the beginning, we serve as the liason between you and your professional advisor team, working with your CPA, Insurance Agent, Investment Manager and other advisors to implement the plan. We develop life long relationships with our clients and thier families.