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Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.

For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure.