Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, help ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
Jeff Terrill, CFP®, CEPA®’s Post
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Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, help ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
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Legacy planning is about preserving values and impact. Define your legacy, clarify goals, engage in estate and charitable giving, help ensure succession, communicate intentions, and continuously evolve. Leave a lasting impact that inspires generations.
To view or add a comment, sign in
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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.
To view or add a comment, sign in
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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.
To view or add a comment, sign in
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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.
To view or add a comment, sign in
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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.
To view or add a comment, sign in
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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.
To view or add a comment, sign in
-
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.
To view or add a comment, sign in
-
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.
To view or add a comment, sign in
-
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.
To view or add a comment, sign in