Leaving a legacy is about making sure your wishes are known. Many of us have loved ones who depend on us, or causes that we are passionate about. You’ll want to ensure your assets go where you want them to go in a tax-efficient way. The key is to plan now. I’ll share strategies with you to help maximize your giving now, or distribute your estate later without extra tax burden. Leaving a legacy is just one of four key needs that you and I can plan for together using the Confident Retirement® approach.