By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® |

When people think of estate planning, they often think of wills and trusts.  When people think of legacy planning, they often think of the value of the assets

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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® |
People have different feelings about leaving an inheritance to their children or grandchildren. Some don’t care. Others do, for varying reasons. And still
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® |
Legacy planning is among the steps that we discuss as part of one’s overall wealth management plan.  A legacy plan means different things to different people
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