What is Your Legacy? It’s Never Too Late to Create One!
Creating a legacy is a way to honor your life and benefit future generations. We always remind our clients—when it comes to estate planning: one size does not fit all.
When we meet with new clients to implement their estate planning, one of the many questions we ask include, “What are your estate planning objectives?” We ask this question because every client has different goals and thus, every client’s estate plan must be tailored to reach these goals.