<ul> <li>Protecting your legacy from volatility, taxes, & long-term care facilities</li> <li style="list-style: none; display: inline"> <ul> <li>Benefits of and differences between Wills and Trusts</li> <li>Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents</li> </ul> </li> <li>Maximizing your estate by utilizing other pieces of the Alpha Plan process</li> </ul>

Protecting your legacy from volatility, taxes, & long-term care facilities Benefits of and differences between Wills and Trusts Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents Maximizing your estate by utilizing other pieces of the Alpha Plan process

<ul> <li>Protecting your legacy from volatility, taxes, &amp; long-term care facilities</li> <li> <ul> <li>Benefits of and differences between Wills and Trusts</li> <li>Use of Important documents including Wills, Trusts, Power of Attorney, &amp; Beneficiary documents</li> </ul> </li> <li>Maximizing your estate by utilizing other pieces of the Alpha Plan process</li> </ul>

Episode 13: Step 5 – Legacy Planning

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.

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Episode 13: Step 5 – Legacy Planning

Episode 13: Step 5 – Legacy Planning