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Tag: legacy planning

Legacy Planning for Families: Passing on Your Values and Wealth

The process of legacy planning for families is very personal, but these strategies can help you pass on your wealth, values, and mission.

Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the […]

Estate Planning Essentials: Preserving Your Legacy for Generations

Preserving Your Legacy for Generations

Crafting a Comprehensive Plan to Secure Your Family’s Future Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generations. It’s a way to ensure that your hard-earned assets – and values – are preserved and passed down to your loved ones efficiently and effectively. […]

Ep 6: The Five Pillars – Legacy Planning

The Five Pillars – Legacy Planning

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fifth and final pillar in our process: legacy planning.

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