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Legacy Planning

It takes a lifetime to create a legacy. Leaving a financial legacy requires preparation and planning. It is best not to put this off until the last minute as we never know when the last minute will be. Legacy planning often involves estate planning, wealth transfer, charitable giving and wishes regarding end-of-life issues.

If you do not have a legacy plan in place, the state you are living in has one for you. That’s a scary thought! Who wants the government making those final decisions for you and your family? No one really.

Ideal Life Financial Advisors can help you coordinate this portion of your wealth management plan with an estate planning attorney. Our team will help ensure the proper types of accounts are used, titling is correct, asset allocation is appropriate, proper strategies are in place for each type of account and other elements of your estate planning are in place.

The team at Ideal Life Financial Advisors can help you discover ways to use your time, talent and money to leave a lasting legacy with those you love and the causes you believe in. Live your ideal life and leave a meaningful legacy!