A basic estate plan will cover the essentials, but you may want to take a more comprehensive approach. Legacy planning is a broad-based, holistic form of estate planning.
Topics covered in this whitepaper include:
- Financial Considerations
- Connection to Family History
- Charitable Acts
- Ethical Will
Click here to read the whole article or download the PDF.
Latest posts by Raymond German, Estate Planning Attorney (see all)
- Planning for the Sandwich Generation - May 28, 2020
- Choosing the Right Fiduciaries - May 26, 2020
- Shrunken Asset Values Open Estate Planning Opportunities - May 21, 2020
