Not sure where to start? Schedule this seminar to introduce key legacy concepts to your team, and determine how legacy discussions can make a difference for you & your business.
When it comes to planning legacies, the values-based approach from FLA focuses on more than just taxes and money. It incorporates the story behind your success and how you’ll be remembered — whether through a business’s impact on a community, or simply eliminating uncertainty by opening a dialogue with family. Perfect for healthcare professionals, lawyers, financial planners, business owners and families.