Monarch believes an estate plan should determine the eventual destiny of your assets. In combination with your Estate Plan, your Legacy Plan should communicate your core values to future generations.
A legacy plan communicates more than financial details – it expresses your values, wishes and life lessons you want to pass along. It imparts wisdom that your successor may use to guide inherited assets in the future, so that these assets may endure for more than a generation. At Monarch, we work with your other Financial Professionals (Attorney/ CPA, etc.) to complete a plan that maximizes your legacy while keeping you in control.
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