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Family Legacy Planning - Step 5

Written by Ryan G. Wright | Sep 7, 2019 9:38:00 PM

Legacy Planning is Step Five

Some will want to focus on creating security and stability for their posterity. Others may view this aspect of their planning as having an impact on the community in some way.

Estate Planning

Estate planning will make sure that you take advantage of any tax benefits currently written into law and leave the maximum amount of your resources after you leave to the people, causes and ideas that matter most to you.

Will and Trust

Your will and trust are gifts that you give to your loved ones.

Guiding Principles

Family Rules

Family Mission

Family Values

Family Crest

 

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