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Frequently asked questions
It all began with a simple idea fueled by a deep passion. As a small business, we pride ourselves on personal attention and dedication to every detail. Our approach is rooted in quality and integrity, ensuring that everything we do reflects our commitment to excellence.
Do I need to be "wealthy" to start legacy planning?
No. Legacy planning is for anyone who wants to control how their assets are used and how they are remembered. Even if your estate is modest, having a plan prevents state laws from deciding who gets your belongings and ensures that your personal stories or "ethical will" (a document sharing your life lessons) are preserved.
How often should I review my legacy plan?
As a rule of thumb, review your plan every 3–5 years or whenever a "Life Event" occurs, such as:
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Marriage or divorce.
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The birth of a child or grandchild.
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A significant change in tax laws (which happens frequently).
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Moving to a different state or country.
What is the most common mistake in legacy building?
Lack of communication. Many people keep their plans secret to avoid "awkwardness." However, surprise inheritances or unexpected conditions often lead to family conflict. Having a "legacy meeting" to explain the why behind your decisions can provide peace of mind and ensure your heirs are prepared to carry the torch.
Do I need to be "wealthy" to start legacy planning?
Combining financial planning with legacy building is about more than just numbers; it’s about ensuring your values and hard-earned assets serve a purpose long after you are gone.
Beyond the ordinary
This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.