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When You Should Call Legacy Planning Group?

Perhaps you’ve wondered if it’s time to call Legacy. Perhaps you already know we would love to hear from you and put put strategies in place that can help put your mind at ease. Here are a few times you may certainly want to pick up the phone:

Financial “Maintenance”

Do you see your doctor at least once a year for your annual checkup? Do you take the daunting trip to the dentist twice a year for cleaning and x-rays? Do you exercise in the gym with a trainer a few times a month? Do you take your car to a mechanic for an oil change every 3,000 to 5,000 miles?

Hindsight is Clearer Than Foresight

Clearing Out the Clutter

One question you will often hear at LPG is “how much is enough?” The question is asked in the context of money matters, priorities and goals, but why not ask that in the context of all the things that we own? Are we sure that we own our things and our things do not own us?

3 Key Questions – What would really help my heirs?

Last Blog I mentioned the 3 key long-term questions to ask yourself when it comes to your wealth:

1. How much is enough for you?
2. How much is enough for your heirs?
3. What do you do with what’s left over?

Legacy Planning Group Welcomes Branden Côté To Our Staff!

Forward Looking - By Jerry Black

In United States business law “Forward Looking” by definition is:, a forward-looking statement or safe harbor statement that cannot sustain itself as merely a historical fact. A forward-looking statement predicts, projects, or uses future events as expectations or possibilities. Precedence can also lend credence to forward looking statements. 

Happy New Year

​We pray every one had a very Merry Christmas and that each of you is blessed with a Happy New Year!

Getting Prepared

Recently my mom was an in an accident. She got a bruise on her face that looked like she took a right hook to the chin, bruising on her knee, and a broken arm. The broken arm required surgery and the hospital required that she provide her Living Will (may also be called a Health Care Directive).

3 Key Questions - Start with the End in Mind

There are 3 key long-term questions to ask yourself when it comes to your wealth:

1. How much is enough for you?
2. How much is enough for your heirs?
3. What do you do with what’s left over?

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