Impact the Lives of Others
Halliday Financial VisionPlan clients: Impact the Lives of Others
Knowing what will happen to your assets when you’re gone is an important element of financial planning. We all leave a legacy of one kind or another.
- What purpose do you want your financial legacy to serve?
- Are you confident that your assets will pass as you desire?
- Who will they help? Family? Charities? An alma mater?
- How important is it for you to be certain that the plans for your legacy will be accomplished? How certain are you that they will be accomplished? What steps are you willing to take now to assure that your legacy plans become a reality?