No one is ever ready to leave this earth but having a plan for your family after you are gone is something that you can have ready. 

As mentioned in the video, you can download a copy of our Asset Inventory Packet at https://preceptwm.com/legacy-planning-the-asset-inventory-packet for FREE! 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.