Tips for Getting Started with Your Legacy Plan - PowerPoint PPT Presentation
Title:
Tips for Getting Started with Your Legacy Plan
Description:
As long as you are alive, you should consider your legacy plan a fluid process. Remember, the plan should reflect your values as well as your finances, so it is perfectly normal to reanalyze your plan and make adjustments periodically. The plan explains the importance of how your finances are distributed and helps craft a family story that helps pass along your values for generations to come. To know more visit here – PowerPoint PPT presentation
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Title: Tips for Getting Started with Your Legacy Plan
1
Tips for Getting Started with Your Legacy
Plan Legacy planning is all about making an
absolute plan for managing your total wealth
both today and tomorrow and it goes beyond the
standard financial planning and inspires
individuals to take a holistic look at their
life, their legacy, and their estate. Legacy
planning is about creating wealth that will offer
your family long after you are gone. If you are
considering starting your legacy plan, a few
vital steps should help you begin the
process. Find the Right Partner Select Someone
You Trust Review and Adapt Regularly Build Your
Financial Overview Select What You Want Your
Legacy to Be
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