Estate Legacy Planning

Estate planning is an important and everlasting gift you can give your family and setting up a smooth inheritance during your lifetime isn't as hard as you might think. Family is not an important thing. It's everything.

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Important Estate Legacy information

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Charitable Giving

Leave a Legacy in a big way. Charitable giving using life insurance helps you do both

Retirement Planning

Who knew basic estate planning could be so easy?

For Your Executor

Discuss your wishes with your executor and distribute your property according to your wishes

Planning Guide - Getting Your Estate In Order

Your guide to the what, why, when and how of estate planning

Yearly Checkup for Your Estate Plan

By going through this checklist once a year, you can help keep your estate plan up to date.

Your Role as

Simplify your role as executor with Estate As Ease

Advice and insights

Help Your Parents With Estate and Will Planning

You play an important role in protecting your parents' legacy

Tax and Planning

Steps to bypass probate fees (estate administration tax)



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