Have you ever thought about a leaving a family legacy? Usually, when this subject comes up, people immediately tune it out, unless they are ultra wealthy. But in reality, every person who has assets and a family should be thinking and most importantly, planning for it. We’ll discuss the importance of it and how you can create one.
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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.