Legacy:

What Happens to Your Money When You Pass from this Life?

Most of us have created an asset base during our lives, and some have created sizable asset bases. Having input as to who, what, and where these assets will end up is important to most of us. In many instances, we want our assets distributed to family members. Although in some situations there are charities or institutions that are near and dear to us that we want to be part of our legacy.