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Legacy
   Thoughts
You’ve accumulated your wealth
and now it’s time to think about how you will share it with the next generation – 
the next stewards to responsibly manage the wealth.
Have you ever thought…
Are they prepared to handle this wealth?

Will this wealth transfer create potential conflict within the family?

How do I balance passing wealth to my family and to my charitable causes?

How will this wealth be used or misused?

Will a grandchild receiving a trust fund be motivated or demotivated?

Are they aware of my story?  My values?  The life lessons I want to share?

Do they know what matters to me?
Do you want to leave more than your wealth? - We can help you with that.
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