Need Help With a Will?
Once you have completed the My Legacy Planner, most people will discover unexpected tax liabilities that can easily be reduced or even eliminated in favor of the charities of their choice. The next step, of course, is implementing your plan.
Want an Attorney Referral in your area?
Get in touch with one of our Coaches by calling us at 972-850-9503
or email us here
Have your own attorney?
If you have an existing relationship with an attorney, you can simply email the PDF of your MLP and ask your advisor to put your preferred plan in place.