Legacy Planning

Being able to establish something that will live on after you have passed is something many people dream of... but few are ever able to achieve.  Whether due to incomplete planning or an untimely passing, these dreams are sometimes never realized.  Providing a plan designed to help ensure your hard work continues for what you are passionate about is an important and integral part of your wealth management. 

 

Some people choose to leave the legacy to their children, grandchildren and other family members.  Others favor leaving their legacy to their favorite charities.  Regardless of what you choose, Private Ridge can help locate professionals to formally establish your plans, or we can coordinate with a professional you prefer.    

Advisory services offered through Private Ridge Wealth Management, A Member of Advisory Services Network, LLC.

Insurance products offered by licensed independent insurance agents.