Legacy Planning Event Recap & Key Takeaways

Let’s Make Sure You’re Protected

If you registered for the event or didn’t get a chance to attend, I recorded this short explanation so you can understand how planning works and what decisions matter most for your family.

Legacy planning is about staying in control — who makes decisions, how bills get paid, and how your assets are handled if something happens to you.

If you’d like to review your situation and see what may or may not apply to you, schedule a short call below.

Legacy Planning

Retirement Planning

Long-Term Care Planning

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