IT ALL STARTED WHEN…

Throughout our life we face many challenges like having a career, raising a family and planning for retirement. The biggest challenge clients face is making sure their estate is taken care of after they die.  Most clients don’t realize that you need to have an estate plan no matter what his or her net worth may be.

We see it in the news that family members are fighting over their loved one’s belongings and having to liquidate assets in order to pay estate taxes.  It can turn into a legal nightmare if it is not planned for ahead of time.

Some of the most frequently asked questions by our clients are:

• Do I need a Will?

• What is Power of Attorney?

• How does a Family Trust help me?

• Will I leave an Estate Tax after I die?

If you have those same questions Legacy Insurance & Retirement is here to help you plan for your family’s future!

Not sure how to help your clients with their Estate Planning? Our staff and general counsel can point you in the right direction.