Legacy
ESTATE PLANNING – Creating inspirational traditions to be shared and carried on for generations to come.
Answering questions like...
- Does my old, basic will still do the job?
- How many types of trusts are there? Should we set one up?
- Can I use my IRA to make charitable contributions to my church?
- How do I handle a business, IRAs, life insurance and multiple heirs?
- Will my estate shrink, just hold its own, or grow to be a tax problem?