A well-developed legacy plan: what does it include?
Monday, April 7th, 2008
Today was the big day. I’ve been committed to acquiring a legacy plan, now, for almost a year and a half. Of course, I don’t merely want a plan; I want to implement a plan. But simply to get a proposal in hand so Sarita and I can look at it and (hopefully) say, “Yay, verily, this is what we want to do . . . ” –It’s been just shy of a year and a half.
So our legacy planner and his assistant came to our office and we spent about 3 1/2 hours going through their proposed plan. And it includes: Read the rest of this entry »
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assets, bequests, charitable donations, documents, income, legacy plan, legacy planning, legal entities, legal structures, taxes
