Legacy Planning

Legacy Planning is how you want your wealth and possessions to be passed to your next of kin or desired entities after you pass away. This can be people or charities specified in your will or trust.

If you don’t have a plan in place for your estate, it’s disposition and management may not conform to your wishes and may become public in probate. It’s very important to start your planning early so that when the time comes, your estate and affairs are in good order.