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SERVICES

LEGACY & LIFE INSURANCE PLANNING

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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.

Retirement

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 may 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.

 

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Shaw Planning and Advisory

65 Hilton Ave, suite 210
Garden City, NY 11530

 

Phone: (917) 843-3972

Email: tshaw@shawplad.com

 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor.

Stratos Wealth Partners and Shaw Planning and Advisory are separate entities.

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