Senior Moments

“Planning Your Legacy” 

A lot of time and energy has been devoted to growing and preserving your wealth.  It has been a nearly constant reminder as you have gone through your working years saving. But, how much time have you devoted to building an estate plan that encompasses your values and lines up your assets with those loved ones and charities you wish to inherit from you?  “Planning Your Legacy” is a robust presentation that will cover the important estate documents you need, the process for which assets transfer at your death, and how to build a thoughtful guide to be followed that will ensure that your values and assets pass efficiently at your passing. Presented by Savant Wealth Management.