Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
Greg Smith CFP®’s Post
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Family Office Services | Wealth Management | Tax Planning | Strategic Philanthropy We Simply Complex Problems with Precision
Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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Portfolio Manager | Family Wealth Group | IPC Securities Corporation | Your Family Our Focus
Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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