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The Family Mission Statement Legacy. The word itself carries connotations of solemnity and weighty resolutions. But across the nation the subtext of legacy planning is changing; new approaches bring together financial professionals, tax consultants, attorneys and family members in an effort to shape the direction of communities — and the world — for years to come. You can help ensure that your wealth continues to do good work long into the future by establishing financial structures that create a legacy of financial unity and success. To do that, you may need to come up with a legacy plan. The foundation of your plan could well start with something new: the family mission statement. |
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