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How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets. It is about how you want to be remembered by your heirs, your colleagues, and your community. It concerns the positive effect your wealth can have

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BCG_PHOTO_OCT2019_CHECKLIST_CG_V01

Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. A Needs Evaluation One of the first steps you'll take in the estate planning process is determining

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