Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at the end of one’s life. While some seek to give all remaining wealth to their children, grandchildren, or other family members, others hope to give to their favorite charity or charities, and some simply wish to spend it all and “come in on fumes.” Planning for this wealth transition is an important task – one we should approach with considerable attention.
Family Leaders
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