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what is legacy planning

How Legacy Planning Builds a Future Beyond Finances

When most people think about estate planning, they tend to only focus on where their assets should...
Join the True Wealth<sup>SM</sup> Community

Join the True WealthSM Community

Secure Your Legacy – Join the TrueWealthSM Community Today Your Legacy Is More Than Just Money...
More than enough: Let your retirement cash flow fund the life you want.

Unlock Your Hidden Wealth for Generations to Come

When Bob and Edna Wyatt passed away, they left behind a financial estate worth over $3 million for...
why put property in a trust

Why Putting Property in a Trust Might Be the BEST Move for Your Estate Plan

Imagine a future where your loved ones avoid the stress, delays, and costs of probate, where your...
Jewelry collections go missing

Jewelry Collections Can Easily Go Missing — How to Pass on Yours.

Your jewelry collection is more than just a beautiful accessory. It reflects your style, your...
Rental Property and your estate plan

Why Your Rental Property Needs Its Own Estate Plan

As a rental property owner, you’ve worked hard to build a valuable asset that generates...

The Best Gift You Can Give Your Loved Ones

The Gift of Meaningful Conversations: Starting Your TrueWealthSM Legacy During the Holidays  The...
should i put my llc in a trust

Should I Put My LLC in a Trust? Pros & Cons

If you’re a business owner with an LLC, you’ve likely put a lot of thought and effort...
Gift Rental Property to Your Child

How to Strategically Gift Rental Property to Your Child

Are you considering gifting a rental property to your child? Transferring ownership of real estate...