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Posts about “Legacy planning”

Legacy planning is a new approach to estate planning. Similar to estate planning, legacy planning is a process of planning the transfer of wealth and assets to your heirs after your death. This could be a simple or complex process, depending on your estate. Legacy planning goes beyond estate planning to include more abstract elements like a family narrative, charitable giving, and so on. Because your end-of-life plan has never been more important, learn more about legacy planning with our resources.