Legacy Analysis

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Legacy Analysis

We learn about your estate planning desires and present options for leaving a meaningful legacy to your family, friends and community.

THROUGH THE LEGACY ANALYSIS WE WILL:

Assist with administration of your estate upon your death
Help create strategies to potentially minimize estate shrinkage
Coordinate with an attorney to complete estate planning documents
Make sure all beneficiary designations are appropriate
Provide advice on charitable planning and help to implement such plans
Coordinate and facilitate family meetings to communicate the details of your estate plan and address questions and concerns

Securities and investment advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Affiance Financial, LLC and Financial Network Investment Corporationare not affiliated.

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Registered for Advisory Services in the following States: Minnesota (MN).

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Legacy Analysis

Legacy Analysis