My years of experience in the financial service industry have helped me understand the value and impact charitable giving brings to individuals of all economic
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You’ve probably heard the terms estate and legacy planning and wondered, “what’s the difference?” In many cases, there isn’t one.
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Protecting your assets, preventing probate, and planning for a financial future all play a role in estate planning.
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This is the third installment in a three part series about legacy planning.
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The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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This is the first in a series of articles about legacy planning.
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