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Need to Plan Your Estate?
Protect What You Have Built
&
Leave a Lasting Legacy

Life & Legacy Planning
A Cut Above Traditional
Estate Planning

Unlike a traditional estate plan that prepares for your death, a Life and Legacy plan is a plan for your life. A Life and Legacy plan will allow you to:
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Protect your assets should you become ill or incapacitated
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Pre-decide medical treatment
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Determine who will make health care decisions
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Communicate your wishes to your loved ones
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Provide for loved ones should you become incapacitated or die
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Leave a lasting legacy for the causes you are passionate about
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Leave a lasting legacy for your family
Life Planning

Legacy Planning
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Testamentry Bequest
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Charitable Planned Giving
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Charitable Trust
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Charitable Legacy Gifting
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Revocable Living Trust
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Irrevocable Living Trust
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Advanced Health Care Directives
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General Powers of Attorney