Download the guide, Legacy Planning: Are your heirs prepared?
Successfully leaving wealth to heirs, a charity, or both is not an easy process. If you have any concerns about passing on wealth, you might want to consider a legacy plan emphasizing the recipients. Download this informative guide with six recommendations of what you can do. If you would like to speak with an advisor regarding this document’s contents or other financial planning and investment matters, please reach out to StrategIQ today.
Or, reach out to Dalton J. Stokes
Client Service Advisor
By Phone: 219.736.8902 ext.206
By Email: djstokes@sfgweb.com
