Do you need a legacy plan, but you don’t know where to start or how it works? Do you already have a plan, but things have changed since, and you think it might need a tune-up?
Planning is not as daunting it seems, especially when you can follow a step-by-step process. Watch the video below to see what those estate planning stages are, and remember, it’s never too late to be prepared.
Carolyn Thompson
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