Legacy planning is an important part of your retirement plan. With a smart legacy plan, you can help reduce taxes on your estate, plan for your family to be taken care of, and help make your wishes known.
At NorthStar Financial & Retirement Planning, we’ll help you build a full legacy plan, even recommending an attorney for your will, trust, probate, and power of attorney.
Key Legacy Questions to Ask
When planning for your estate, we go through a list of key questions to help understand what you want out of your legacy plan, like:
There are more questions that we’ll go over with you in office, but these are a few to help get you thinking about your legacy plan goals. If you’d like to talk more about your legacy plan, reach out to us at your closest NorthStar location.