Legacy Planning

How do you want your assets to be passed on to
your family, a charity, or other persons?

Do you have a plan, a will, or instructions? If not, state laws will dictate it. Our approach utilizes our attorney team to start the dialogue in resolving this important decision.


If you’re looking to provide a trust for your loved ones, Welcome Home Financial Partners is here to help. We’ll work with you with our attorney team to help find a plan of action for you.

Is your legacy plan in place?

Get Your Own "Legacy Checklist" by Completing Form Below

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