Legacy Planning – Protect What Matters Most
You have worked hard over the years to accumulate wealth, and would probably find it comforting to know that after your death the assets you leave behind will continue to be a source
of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs or causes as you intend, you must make the proper arrangements.
Legacy planning as defined by Investopedia “is a financial strategy that prepares people to bequeath their assets to a loved one or next of kin after death.”