Monthly Archives: September 2020

3 Differences: Do you have an Estate Plan or a Legacy Plan?

Do these two terms mean something different? We happen to think that an Estate Plan might not have nearly the same intergenerational impact as a Legacy Plan that is fully realized. Read more below on what we see as the differences between the two. Whatever you call your plan, we hope it is prepared to serve your family’s best interest and give you peace of mind.
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