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Why Plan Your Legacy?
McCulley Financial Group feels the non-financial, and sometimes intangible things you give your loved ones are more important than money. These are the items future generations will treasure and provide more meaning to their lives.
First, let's look at what a Legacy Plan is not:
Legacy Plans are about life:
Benefits To Loved Ones
By having a legacy plan, your loved ones will have clarity on your preferences which leaves your loved ones out of a tangled web during an emotional time.
You may leave values, memories, and accomplishments that will inspire your loved ones and help them move forward.
You will leave a positive influence for generations to come with the meaningful words you leave behind. Your legacy plan can also include customs and ideals that allow your heritage to live on through your family.
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