What do you want your legacy to be? Antoine de Saint-Exupery once said, “A goal without a plan is just a wish.” … And when that wish involves multigenerational planning; the plan is imperative. You have worked hard to amass your wealth, but have you considered how you might pass that wealth along to future generations?
Our latest edition of The Advisor magazine includes articles:
- Multigenerational Planning is Synonymous With the Fragasso Client Experience
- You Can’t Afford to Ignore the Secure Act’s Impact on Legacy Planning
- Life Lessons on Legacy Planning
- Don’t Neglect Your Cyber Health