SERVICES
LEGACY PLANNING
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.
Whether you are:
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looking to leave assets and money to Family members after you have passed
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wanting to create memories with your family while you are still living
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hoping to live out your bucket list and spend down your assets while you are living
Stratos will work with you to develop investment and insurance plans if necessary to help meet your legacy planning goals
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.