How do you want to be remembered? If you have had significant career success, and you have children, grandchildren, or possibly a close to your heart charitable cause, you may be posed with many decisions on how to sort out your Legacy.
Legacy planning can be as simple as planning a gift at death. But most lives are not simple. Planning can be more complicated with second families, special needs children, and all the while the confiscation of estate taxes.
In the end, a Legacy involves a lot of planning, execution, and monitoring to assure success in achieving the future goals. Shepard Insurance Group has 50+ years of helping sort out the future, let us give you a hand.
Let Steve help you create your legacy you leave behind
At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We know the responsibility of success and have built a platform to manage the risks that come with it.