Kevin P. Greig, CPA
Financial, Retirement & Income Tax Planning
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Legacy planning is a thoughtful and well implemented strategy to make sure your wealth is properly handled while you are living and after.  Legacy planning answers such questions as:       
  • How do I want my assets managed before and after I pass away?
  • Who do I want to entrust with managing my assets after I am gone?
  • Are my heirs qualified to manage their inheritance?  Are they interested?
  • What philanthropies do I want my assets to support now and in the future?

Leaving one's assets to family, friends or a charity is more than simply having a will or living trust.  Legacy planning involves designing a strategy that is consistent with your values and philosophy.  A solid legacy plan usually takes much longer to implement than you might expect. Start now.  For more information, contact Kevin Greig.

Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR  97401 -- 541.915.4636 --  Kgreigcpa@comcast.net
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