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Legacy Planning

When we speak to pre-retirees and retirees, a common concern is making sure their estate is passed on in the proper way. Your estate is made up of everything you own – your home(s), vehicle(s), bank accounts, investments, and possessions are all part of your estate. No matter how large or small an estate is, they all have one thing in common – you cannot take them with you when you pass away.  Demaree Retirement Services will assist you in creating a satisfying plan for your legacy, and help ensure that your family receives what you intend for them.

A good legacy plan is so much more than deciding who gets what – it offers instructions for passing on your values in addition to your valuables. Knowing there is a plan in place that contains proper instructions and protection will give both you and your family peace of mind. Planning your legacy with Demaree Retirement Services is one of the most thoughtful things you can prepare for your loved ones.