Legacy Wealth Management
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Timely Topics
Your AccountCommunity Events |
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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?