Phase 2

OPTION 2

II. Assess - What You Have

What’s your legacy plan? Will the IRS be the largest beneficiary of your estate? Will your estate have an impact on those you love and care about?Let’s look at your wealth from a legacy and a lifestyle standpoint.

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Phase 2

OPTION 2

II. Assess - What You Have

Phase II: Assess – What You Have

Phase II:

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