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Financial Planning

Estate Planning

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Many clients come to Legacy with incomplete or dated estate documents. We make suggestions and coordinate with you and your attorney to ensure your wishes are properly documented.  Other questions that should be considered are:

  • Do I have the appropriate Estate Documents (Will, Power of Attorney, Healthcare Power of Attorney and Living Will)?
  • Has my will been updated since the birth of my children?
  • Are my assets going to the appropriate parties?
  • Is asset protection something I should consider?