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:
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.
- 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
