Integrating Legacy Planning into Your Practice
WealthCounsel attorneys distinguish themselves in a number of ways but most significantly by being trusted advisors who care more about relationships than transactions. I often hear the question, “How do I bring more value to the planning experience by helping clients leave meaningful legacies rather than financial inheritances?” Having been on such quest for the last six years, Nuccio has finally developed the Wealth Legacy Process that integrates values based planning into my practice. She believes the process is valid whether working with clients of modest means or millions.
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