Your Legacy is About Much More Than Money


Michael D. Umphrey
November 1, 2007  

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As it stands today, any assets you want to leave at death will be taxed by the government.  Although it’s likely the estate tax will be changed or eliminated in the near future, your “people planning” issues remain very important.

If the estate tax is changed as we expect, many people could conclude that they don’t need an “estate plan.”  The following will help you understand that an estate plan (or, more accurately, a legacy plan) is about more than just money; it’s about taking control of your future.
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