Share Your Legacy

 Share Your Legacy

You’ve worked hard. Saved. Planned. And now you are giving some thought to your legacy. What will you leave your children? Your grandchildren?

What if you could provide for your heirs AND your community?

We can work with you and your professional advisor to see which kind of gift helps you accomplish your goals. For example, did you know that retirement account assets are more heavily taxed at the time of your death than other assets? Learn more below.

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