Legacy Planning Explained

At Majestic Financial, we exist for our clients.  Simple.  Our clients have numerous needs, wants, wishes, and purposes.  All these very important things are part of the conversations we are blessed having with them regarding Legacy Planning.  The idea of a legacy is often an emotional and powerful one.  How does someone want to be remembered?  What type of impact is possible with the resources someone has?  How can someone still benefit people after they are no longer on this Earth?  These questions, among others, come up and are paramount in developing a legacy plan for not only an individual client, but a whole family, which can be extremely impactful and rewarding, not only for the clients involved, but for our team at Majestic Financial.  It is a privilege to help people with this type of planning.  Legacy Planning utilizes our whole team and our individual strengths.  It can require multiple investment tools, different types of accounts, and other professionals (such as CPAs, estate attorneys and other important people such as family members, charities, institutions, etc.) in our clients’ lives.  Please let us know when you are ready to learn how you and your resources can help not only you and your loved ones, but possibly further causes, purposes, and passions that are close to your heart.

Estate Plan Resources

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