Legacy Planning Expert
What Is It?
Legacy Planning, and Holistic Estate Planning recognize that the most important things in life, arent always things. While traditional wills and estate planning focus on the financial and property aspects of a person’s wealth, Legacy Planning and Holistic Estate Planning focus on preserving quality of life, and what is most meaningful to the client to pass on to their heirs.
Some common aspects of Legacy Planning include:
Living Trusts- Download the California State Bar Association Educational Brochure.
Estate Planning- Download the California State Bar Association Educational Brochure.
Wills- Download the California State Bar Association Brochure.
Insurance- Visit the California Department of Insurance for Information and Alerts for Seniors.
Legacy Planning Expert Kris Miller has joyfully served thousands of individuals and families over more than 20 years, working with them to create long-term, personalized financial goals that insure comfort and prosperity for years to come. 