Monthly Archives May 2019

Preparing for Your Legacy

Your legacy is what you leave behind to loved ones and heirs after you’ve passed on, including assets, life-lessons and possessions.1 Losing a loved one is difficult, and you could lessen the stress of your family members by implementing a plan that takes care of your inheritance prior to your passing. Legacy planning can include leaving instructions for funeral arrangements, health directions, late-life care, wills and trusts. A case study conducted by Merrill Lynch found that only about half of survey respondents ages 55+ have a will in place.1 Part of this delay is simply due to the fact that
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