This is a more holistic, complete form of estate planning. Legacy planning involves some matters that are financial in nature, but it can also address matters of the heart.
Topics covered in this report include:
- Wealth Preservation
- Educational Opportunities
- Family Heirlooms
- Ethical Will
- Family History
- Charitable Giving
Click here to read the whole article or download the PDF.
As the founder and managing partner of the Southampton, Pennsylvania law firm of Flood & Masiuk, LLC, Marianne Flood oversees a practice devoted to providing clients with personalized service and counsel in all aspects of estate planning.
Latest posts by Marianne Flood, Estate Planning Attorney (see all)
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