Building Your Legacy: The Importance of Comprehensive Wealth Planning

Have you ever stepped away from the daily grind, even if just for a brief moment, in an attempt to figure out what is the true purpose of all that wealth that you’ve been accumulating? After all, surely there’s a point to all that tireless work you’ve been doing over the years, if not decades, right? As you get older – possibly with that first glimmer of retirement in sight – those profound, “big picture” questions surrounding your financial life become more pressing, and possibly even more so should you have a family, a business and/or heirs to whom your…...