Post by Danielle Page, CFP®

Senior VP, Investments | Comprehensive Financial Planning

Families don't avoid legacy planning because they don't care. They avoid it because it feels uncomfortable or rationalized as "something we'll get to later." Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time. These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most. https://lnkd.in/enFbMYHW ​

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