LEGACY

IRA and legacy planning is a comprehensive assessment of your values and financial goals to help ensure your wealth is preserved, appropriately transferred, and realized by future generations. Your plan reflects a lifetime of effort and provides the knowledge that your wealth will be passed on to your children and grandchildren. Our personalized legacy plan can provide your loved ones clarity in knowing your heritage can be preserved for generations... The availability and popularity of retirement plans have caused many to hold a majority of wealth in the form of retirement accounts or life insurance. For many, retirement accounts are their largest assets outside of their homes. Despite a more financially educated public, many people do not understand how retirement assets are passed upon death.