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Heritage & Estate Planning
Create a broad vision for the values and truths you want to pass down and secure financial future for the next generation.
What Matters Most
No matter what stage of life you're in, your heritage and estate planning is crucial. We offer a range of services to help you protect your assets, secure your loved ones' financial future and pass down your wisdom and family heritage.
Comprehensive Heritage & Estate Planning
Heritage
& Estate
Our process simplifies estate planning and integrates heritage planning
ESTATE PLANNING:
Your estate is the aggregate of all your property: assets and liabilities. While you are alive and well, you manage these assets and liabilities.
Estate planning, therefore, is simply your pre-planning, now while you are able, what will happen with your assets and liabilities when you are no longer able to manage these assets due to death or disability.
HERITAGE PLANNING
You have learned a lot through formal and informal education, from parents, grandparents, other relatives, mentors, teachers, clergy, professors, friends, and from books you’ve read, places you have visited, and various other experiences, good and bad, along the way. At this point in your life, there are many values you hold dear, and truths to which you cling as you live your life, and which have guided you to this point. Your children and grandchildren, and all subsequent generations, would benefit richly if they knew and embraced these same values and truths.
Get
Started
To get started with your Heritage & Estate Planning, complete the questionnaire below.