Plan Your Legacy

mylegacyDid you know that over 70% of Americans do not have an up-to-date will or estate plan? This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. If you already have a plan, does it take into account the most recent tax laws?

Long Hollow has partnered with Fulcrum to create “My Legacy Planner,” a tool that will allow you to assess your current will and also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.

My Legacy Planner is secure, confidential, and completely free to the Long Hollow community.

Launch My Legacy Planner