Legacy Planning Mistakes

The word estate doesn’t always mean a mansion with a swimming pool, but rather refers to the assets you’ve acquired over a lifetime – your home, automobiles, insurance policies, bank and retirement accounts, heirlooms, and much more.

Since many retirees will have assets that may benefit their heirs when they are no longer here, it is important to take the necessary steps to pass them on with as little interference as possible.

Learn more about creating a strategy to ensure a seamless, worry-free transition of your assets to your heirs that avoids the most common legacy planning mistakes. Watch our short introductory video below, then sign up now to take the full class. 

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For more information and to request a consultation, contact us:

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