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Comprehensive Financial Planning

The old Ben Franklin saying that  "people don’t plan to fail, they simply fail to plan" has never been more true than when referring to Legacy Planning. What does it do and how is it different than Estate Planning?

An Estate Plan determines a destiny for your assets. A Legacy Plan does that and more; it communicates your values, wishes and memories as well as financial directions. While basic estate plans establish where assets go, they don’t often communicate the personal and practical details that can aid heirs in the case of an unexpected loss.