Open Up 🦋 the possibilities of what your life could be and what your legacy could mean.

Legacy planning is like deciding what will happen to your "toy box" of treasures — your money, house, special belongings, and even your wishes — after you’re no longer here. It’s a way of making sure the people you love are cared for, your important things go to the right hands, and your values live on. In simple terms, legacy planning means leaving behind not just your things, but also your love, lessons, and story so others can carry them forward.

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Disclaimer: This content is for educational purposes only and does not constitute financial, investment, legal, or tax advice. No advisor-client relationship is formed by listening, viewing, or interacting with this material. Use of information is at your own risk. Past performance does not guarantee future results. Consult a licensed professional for advice specific to your situation.

This content is for educational purposes only and does not constitute financial, investment, legal, or tax advice. No advisor-client relationship is formed by listening, viewing, or interacting with this material. Use of information is at your own risk. Past performance does not guarantee future results. Consult a licensed professional for advice specific to your situation.