Estate & Legacy Planning

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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Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Basch Solutions to provide information on a topic that may be of interest. Basch Solutions is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

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