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Estate and Legacy Planning

You’ve taken the time to save and invest for your goals. It is just as important to focus on the legacy you will leave behind and how the wealth you have created will pass to your heirs or whom ever it is you would like leave it to. 

Important documents you should have in place include, but are not limited to the following: 

  • Will
  • Power of Attorney
  • Health Care Directive

You may also want to consider establishing a trust or series of trusts to ensure your wealth is transferred efficiently.

Copyright © 2008 Principled Investing LLC - All Rights Reserved Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Advisory Services provided through Portfolio Resources Advisor Group, Inc. (PRAG), a SEC registered investment advisor and a Portfolio Resources Group Company. Advisory accounts carried by TD Ameritrade Institutional, Schwab Institutional, and Pershing LLC. Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Principled Investing LLC is a DBA of Krista Strohoffer who is an Investment Advisor Representative (IAR) of PRAG and a Registered Representative of PRG