This video shares the story of the Martin Family, who has to deal with a car accident in the family that creates the realization there is a need to build a road map to their personal affairs. A need for a Legacy Plan.
This video shares the story of Ava, who has to deal with a friend's medical diagnosis, which creates the realization there is a need to put together the puzzle pieces to her personal affairs. A need for a Legacy Plan.
This video shares the story of how and why we got started with the Legacy Planning offering, and what the service offers to its clients.
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