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What thoughts, emotions, visions, and ideas does the term legacy planning conjure? We know what estate planning is, and we’ve all become more familiar with asset protection planning, retirement distribution planning, charitable planning, and business succession planning. Legacy planning is all of those things and much more. It is a flexible approach that transcends basic estate planning.

Read our article, “Helping Clients Leave a Legacy...Not Just an Inheritance” to learn how to enhance your practice, drive business into the office, and benefit your clients.