You’ve done it. You worked hard, invested smart and retired right. So what happens to your estate after you’re gone? How can you ensure that your healthcare wishes are carried out and your wealth is distributed properly? You need a Legacy Plan.

Legacy planning (or estate planning) is part of your life-long financial strategy and is critical to protecting the financial interests of your family after you’re gone. You may also believe it’s important to support a cause near and dear to your heart with the money you leave behind. A properly designed legacy plan can ensure your money goes where you want it to go. You can even designate someone you trust to manage your assets if you should be incapacitated. Focus Financial can design a legacy plan that encompasses your values and your dreams and ensures your estate is handled according to your wishes.