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Legacy Planning and Charitable Giving

Creating a retirement plan for today is important, but equally as important is your legacy plan for the future. Without the proper plan in place, your assets could be managed by probate court with little to no input from your loved ones. At Integrity Financial Planning, we’ll create a plan that allocates your assets to your loved ones, so you get the final say in your final wishes. Perhaps you’d like a portion of your legacy to go onto the causes and charities near and dear to you — we can help in that process as well.

Legacy Planning and Charitable Giving in Roanoke, Virginia

If you’d like to discuss your current legacy plan or would like to discover how you could begin your plan, fill out the form below.