Legacy Planning – Future generations
Legacy Planning is a process which is designed to articulate, create and implement a Wealth for Life plan that is consistent with your values and wishes. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their inheritance and in doing so, create a lasting legacy.
Take a look at the questions below, then contact us to explore how the Hereditas ®legacy planning process can help you retain your families wealth for generations to come.