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Family Legacy

It’s the financial circle of life: Like your parents and grandparents before them, you’ve worked hard to provide your family with a comfortable, secure lifestyle. Part of that may have started with wealth passed from them to you. Now is the time to think about how you, too, can make sure your financial success is managed and shared in the manner you wish.

Whether you leave a legacy or inherit from someone else, good planning can make the most of your money and protect your family.

Estate Planning

Estate planning encompasses a wide range of activities, including who should inherit your property as well as your healthcare wishes should you become ill.

Setting Up A Trust

Not just for the very wealthy, a trust can protect your family and your property during your lifetime.

Leaving A Will

Your will is about more than your possessions. It also protects your loved ones after you are gone.

Inheritance

Consider these smart steps when you receive a bequest.

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Last Updated: 9/15/2016