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Everplans & Legacy Planning (Video)


(Click to Download the Power-Point Slide deck)


Key Takeaways:

• According to a recent poll, 55% of adults don’t have a will - without a will or trust in place there is no official direction to guide your family, which leads to several complications down the road, including possibly paying more in taxes then needed. 

• While passing on tangible assets is important, conveying your family values and history, its legacy, to the next generation is just as imperative. 

• Ask us about Everplans!