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:
- 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.