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Estate and Legacy Planning
Preserve and transfer wealth to the next generation.
The legacy you've built is a testament to your hard work, and we understand the importance of maintaining it.
Estate and legacy planning requires continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:
What’s the plan for the future of your business?
What are your wishes for your children and grandchildren after you pass on?
Will your estate plan resolve or cause family conflicts?
What is your philanthropic vision?
Whether you need asset titling, a charitable-giving strategy, or an overview of your estate plan, Pathwise Financial Group can help ensure your long-term vision is honored.
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