Estate Planning | ||||||||
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Discussion of Legacy Planning | ||||||
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Family Retreat (1-3 Days offsite and private) | ||||||
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Review Legacy Objectives, Priorities, and Results. | ||||||
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Prioritize and sequence planning steps. | ||||||
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Begin implementation using legal, financial, and advisory specialists as appropriate. | ||||||
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Review progress on the roadmap as the implementation proceeds. | ||||||
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Site: Indax
