Dawn Gordon Financial Advisors can help you define your estate and legacy desires and create a game plan designed to ensure they are carried out.
This includes maintaining an inventory of your beneficiaries, conducting Family Meetings to communicate your goals, and working with an attorney to complete the necessary legal documentation.
In short, we can help you leave a legacy for your family and community that is truly meaningful.
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.