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PLAN. BUILD. PROTECT.

Legacy Planning is a step up from Estate Planning.

The process will allow you to include your guiding principles, ideals or morals, beliefs, and philosophies into your estate plan. There are virtually limitless opportunities to incorporate your guiding principles, ideals or morals, beliefs, and philosophies into a legacy plan. Charitable Giving plays a significant role. Common routes to accomplish this include Direct Gifts, Charitable Trusts, and Foundations.

Do you want your hard earn money to follow your wishes, or should you lose it in taxes and wrong hands? Properly thought through and crafted plans help you save significant amount of money and headache.

At LifePlan, our Certified Financial Planners and our LifePlan Advisory team, who partnered with lawyers and accountants to help you every step of the way. Not only craft the plan right for your objective but also help along the way to monitor and adjust.

Contact our LifePlan Advisory team to help craft your future and legacy.