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Legacy Planning Concepts

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals.

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1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Ext. 3

Fax: 704.782.7309

JW Rodney Harris is an Investment Advisor Representative and Investment advisory services offered through WMC Capital Management, LLC. Insurance offered through Wealth Management of the Carolinas. Wealth Management of the Carolinas and WMC Capital Management are affiliated firms.

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