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Legacy and Beyond

It’s important for you to answer various questions regarding your assets and how you plan to divide them up among your heirs and other interests. Consider the following questions:

Who are your heirs and beneficiaries?

What are your medical care preferences?

Do you want to donate to charity?

Such questions are a great way to start creating a legacy plan that works for you and help you identify precisely what you need to include as part of your plan. Once you have a general sense of what you want, you’ll need to talk to a professional. From there, you can craft a customized legacy plan that takes into consideration your financial plan and your wishes.


Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (703) 535-5300