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Legacy Planning: Leaving Assets to the Next Generation

Legacy Planning: Leaving Assets to the Next Generation

September 08, 2021

If you're soon to benefit from an inheritance or in retirement and planning how to leave your legacy, this brief educational video will help you understand the four asset classes and how they impact planning; tax deferred accounts, Roth IRAs, investment brokerage accounts and home assets.

What legacy will you leave behind? Schedule a 15 minute check-in call to discuss your financial goals, investment allocations/performance, and any of your questions or concerns.