You’ve spent a lifetime working hard, making smart choices, and building a life you’re proud of. Now that you’re approaching or enjoying retirement, the question isn’t just “Do I have enough?” —it’s “How do I preserve…

When most people hear the word legacy, they tend to picture legal documents—wills, trusts, inheritances. And while those are certainly important, legacy planning is about far more than just paperwork or the transfer of financial assets.…