Planned Giving

Experts say that 70% of us do not have a will or or a Legacy Plan. This means that the vast majority of Americans do not have a will or plan that matches their current goals with their money or for their children. Does your plan take into account the most recent tax laws? We provide you with the “My Legacy Planner” which will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor about your will for your heirs and for your retirement and beyond.

If you have any questions call Keith Carson 303-953-7105