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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.

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Sustainable Advisors Alliance, LLC ("Sustainable Advisors") is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sustainable Advisors Alliance, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.